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 | $338,507 | $159,602+112.1% | $150,045+125.6% | $142,382+137.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.55% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $18,730 | $4,961+277.6% | $4,693+299.1% | $4,299+335.7% |
| Participant deferral / active EE | $15,469 | $8,310+86.1% | $7,997+93.4% | $6,507+137.7% |
| Admin fee / account holder | $86 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |