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 | $254,499 | $165,335+53.9% | $149,696+70.0% | $158,922+60.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.76% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $6,543 | $5,103+28.2% | $4,644+40.9% | $4,761+37.4% |
| Participant deferral / active EE | $5,774 | $7,181-19.6% | $6,842-15.6% | $5,982-3.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |