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 9-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 | $394,503 | $209,832+88.0% | $189,513+108.2% | $167,490+135.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.45% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $17,131 | $6,914+147.8% | $6,162+178.0% | $4,837+254.1% |
| Participant deferral / active EE | $12,540 | $8,935+40.4% | $8,221+52.5% | $6,341+97.8% |
| Admin fee / account holder | $160 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |