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 | $286,642 | $202,318+41.7% | $172,739+65.9% | $152,861+87.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.29% | 1029.65%-1008.4pp | 802.84%-781.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $7,549 | $5,856+28.9% | $5,143+46.8% | $4,762+58.5% |
| Participant deferral / active EE | $6,153 | $5,948+3.4% | $5,198+18.4% | $5,850+5.2% |
| Admin fee / account holder | $186 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |