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 | $254,416 | $209,411+21.5% | $178,490+42.5% | $158,922+60.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.91% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,219 | $5,706-61.1% | $5,011-55.7% | $4,761-53.4% |
| Participant deferral / active EE | $4,989 | $5,954-16.2% | $5,202-4.1% | $5,982-16.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |