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 | $519,142 | $202,318+156.6% | $172,739+200.5% | $152,861+239.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 33.40% | 1029.65%-996.3pp | 802.84%-769.4pp | 345.32%-311.9pp |
| Employer contribution / active EE | $3,147 | $5,856-46.3% | $5,143-38.8% | $4,762-33.9% |
| Participant deferral / active EE | $8,570 | $5,948+44.1% | $5,198+64.9% | $5,850+46.5% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |