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 | $255,730 | $177,572+44.0% | $154,803+65.2% | $142,382+79.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $12,526 | $4,810+160.4% | $4,305+190.9% | $4,299+191.4% |
| Participant deferral / active EE | $12,359 | $6,272+97.1% | $5,540+123.1% | $6,507+89.9% |
| Admin fee / account holder | $202 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |