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 | $271,501 | $109,817+147.2% | $98,442+175.8% | $167,490+62.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.40% | 1956.69%-1945.3pp | 1492.73%-1481.3pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,800 | $3,224+79.9% | $2,960+96.0% | $4,837+19.9% |
| Participant deferral / active EE | $4,775 | $4,673+2.2% | $4,276+11.7% | $6,341-24.7% |
| Admin fee / account holder | $45 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |