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 | $269,330 | $197,591+36.3% | $177,821+51.5% | $158,922+69.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.33% | 58.76%-33.4pp | 48.32%-23.0pp | 302.83%-277.5pp |
| Employer contribution / active EE | $6,332 | $6,697-5.5% | $5,918+7.0% | $4,761+33.0% |
| Participant deferral / active EE | $15,601 | $8,405+85.6% | $7,714+102.2% | $5,982+160.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |