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 | $274,100 | $202,318+35.5% | $172,739+58.7% | $152,861+79.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.18% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,748 | $5,856-1.9% | $5,143+11.8% | $4,762+20.7% |
| Participant deferral / active EE | $9,351 | $5,948+57.2% | $5,198+79.9% | $5,850+59.8% |
| Admin fee / account holder | $277 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |