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 | $260,024 | $117,983+120.4% | $101,794+155.4% | $142,382+82.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.17% | 36.92%-17.7pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $19,338 | $2,773+597.4% | $2,289+744.9% | $4,299+349.8% |
| Participant deferral / active EE | $9,951 | $4,714+111.1% | $4,084+143.6% | $6,507+52.9% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |