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 | $367,270 | $171,865+113.7% | $149,718+145.3% | $147,584+148.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.03% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $14,350 | $6,275+128.7% | $5,445+163.6% | $4,876+194.3% |
| Participant deferral / active EE | $10,097 | $7,271+38.9% | $6,569+53.7% | $5,439+85.6% |
| Admin fee / account holder | $7 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |