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 | $250,074 | $209,832+19.2% | $189,513+32.0% | $167,490+49.3% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 20.39% | 748.27%-727.9pp | 555.15%-534.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $11,984 | $6,914+73.3% | $6,162+94.5% | $4,837+147.7% |
| Participant deferral / active EE | $14,173 | $8,935+58.6% | $8,221+72.4% | $6,341+123.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |