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 | $284,478 | $183,963+54.6% | $162,163+75.4% | $152,861+86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.26% | 150.76%-135.5pp | 115.59%-100.3pp | 345.32%-330.1pp |
| Employer contribution / active EE | $28,391 | $6,371+345.7% | $5,614+405.8% | $4,762+496.2% |
| Participant deferral / active EE | $20,027 | $8,034+149.3% | $7,298+174.4% | $5,850+242.3% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |