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 | $297,377 | $209,411+42.0% | $178,490+66.6% | $158,922+87.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.20% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,250 | $5,706+9.5% | $5,011+24.7% | $4,761+31.3% |
| Participant deferral / active EE | $6,336 | $5,954+6.4% | $5,202+21.8% | $5,982+5.9% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |