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 | $264,232 | $159,901+65.2% | $146,958+79.8% | $145,922+81.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.22% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,628 | $5,286+63.2% | $4,933+74.9% | $4,660+85.2% |
| Participant deferral / active EE | $15,825 | $8,428+87.8% | $8,070+96.1% | $6,688+136.6% |
| Admin fee / account holder | $237 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |