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 | $296,481 | $159,602+85.8% | $150,045+97.6% | $142,382+108.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.58% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $15,473 | $4,961+211.9% | $4,693+229.7% | $4,299+259.9% |
| Participant deferral / active EE | $14,463 | $8,310+74.0% | $7,997+80.9% | $6,507+122.3% |
| Admin fee / account holder | $151 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |