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 | $271,039 | $180,449+50.2% | $154,107+75.9% | $135,375+100.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.67% | 888.09%-885.4pp | 735.12%-732.4pp | 519.73%-517.1pp |
| Employer contribution / active EE | $7,738 | $6,035+28.2% | $5,298+46.1% | $4,779+61.9% |
| Participant deferral / active EE | $12,849 | $5,806+121.3% | $5,081+152.9% | $5,609+129.1% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |