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 | $282,367 | $159,901+76.6% | $146,958+92.1% | $145,922+93.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.09% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $28,131 | $5,286+432.2% | $4,933+470.3% | $4,660+503.7% |
| Participant deferral / active EE | $21,240 | $8,428+152.0% | $8,070+163.2% | $6,688+217.6% |
| Admin fee / account holder | $193 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |