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 | $269,047 | $209,411+28.5% | $178,490+50.7% | $158,922+69.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.27% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,695 | $5,706-35.3% | $5,011-26.3% | $4,761-22.4% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $273 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |