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 | $276,162 | $210,648+31.1% | $177,989+55.2% | $145,922+89.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.60% | 385.86%-363.3pp | 294.48%-271.9pp | 561.29%-538.7pp |
| Employer contribution / active EE | $821 | $4,565-82.0% | $3,949-79.2% | $4,660-82.4% |
| Participant deferral / active EE | $2,013 | $6,958-71.1% | $6,276-67.9% | $6,688-69.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |