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 | $372,546 | $209,411+77.9% | $178,490+108.7% | $158,922+134.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.17% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $12,601 | $5,706+120.8% | $5,011+151.5% | $4,761+164.7% |
| Participant deferral / active EE | $6,465 | $5,954+8.6% | $5,202+24.3% | $5,982+8.1% |
| Admin fee / account holder | $31 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |