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 | $337,261 | $176,662+90.9% | $130,648+158.1% | $152,861+120.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 71.7%+14.9pp | 82.4%+4.2pp |
| Annual return | 25.53% | 2692.24%-2666.7pp | 1708.96%-1683.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $11,693 | $5,742+103.6% | $4,092+185.8% | $4,762+145.5% |
| Participant deferral / active EE | $12,321 | $4,361+182.5% | $3,603+242.0% | $5,850+110.6% |
| Admin fee / account holder | $6 | $7,133-99.9% | $5,464-99.9% | $11,596-100.0% |