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 | $302,324 | $209,411+44.4% | $178,490+69.4% | $158,922+90.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.60% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $14,421 | $5,706+152.7% | $5,011+187.8% | $4,761+202.9% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |