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 | $259,346 | $171,865+50.9% | $149,718+73.2% | $147,584+75.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1334.28% | 2113.22%-778.9pp | 1501.63%-167.4pp | 578.55%+755.7pp |
| Employer contribution / active EE | $5,622 | $6,275-10.4% | $5,445+3.3% | $4,876+15.3% |
| Participant deferral / active EE | $13,147 | $7,271+80.8% | $6,569+100.1% | $5,439+141.7% |
| Admin fee / account holder | $96 | $13,799-99.3% | $11,283-99.1% | $10,885-99.1% |