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 | $276,989 | $183,963+50.6% | $162,163+70.8% | $152,861+81.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.32% | 150.76%-125.4pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,970 | $6,371-6.3% | $5,614+6.3% | $4,762+25.4% |
| Participant deferral / active EE | $11,939 | $8,034+48.6% | $7,298+63.6% | $5,850+104.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |