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 | $292,636 | $158,398+84.7% | $126,539+131.3% | $142,382+105.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.80% | 593.76%-579.0pp | 425.95%-411.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $100 | $4,650-97.8% | $3,674-97.3% | $4,299-97.7% |
| Participant deferral / active EE | $2,000 | $4,767-58.0% | $4,083-51.0% | $6,507-69.3% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |