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 | $342,109 | $175,202+95.3% | $149,673+128.6% | $139,434+145.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $6,478 | $5,474+18.3% | $4,818+34.5% | $4,751+36.4% |
| Participant deferral / active EE | $9,724 | $6,519+49.2% | $5,680+71.2% | $6,710+44.9% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |