See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,149 | $202,318+61.7% | $172,739+89.4% | $152,861+114.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.90% | 1029.65%-1007.8pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $20,811 | $5,856+255.4% | $5,143+304.6% | $4,762+337.0% |
| Participant deferral / active EE | $17,444 | $5,948+193.3% | $5,198+235.6% | $5,850+198.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |