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 | $251,127 | $202,318+24.1% | $172,739+45.4% | $152,861+64.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 41.89% | 1029.65%-987.8pp | 802.84%-760.9pp | 345.32%-303.4pp |
| Employer contribution / active EE | $4,152 | $5,856-29.1% | $5,143-19.3% | $4,762-12.8% |
| Participant deferral / active EE | $9,976 | $5,948+67.7% | $5,198+91.9% | $5,850+70.5% |
| Admin fee / account holder | $177 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |