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 | $287,615 | $202,318+42.2% | $172,739+66.5% | $152,861+88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 45.52% | 1029.65%-984.1pp | 802.84%-757.3pp | 345.32%-299.8pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,850+293.2% |
| Admin fee / account holder | $85 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |