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 | $265,074 | $209,411+26.6% | $178,490+48.5% | $158,922+66.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.00% | 188.75%-164.7pp | 151.07%-127.1pp | 302.83%-278.8pp |
| Employer contribution / active EE | $12,637 | $5,706+121.5% | $5,011+152.2% | $4,761+165.4% |
| Participant deferral / active EE | $22,750 | $5,954+282.1% | $5,202+337.4% | $5,982+280.3% |
| Admin fee / account holder | $148 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |