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 7-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 | $274,834 | $209,832+31.0% | $189,513+45.0% | $167,490+64.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 13.88% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $9,877 | $6,914+42.9% | $6,162+60.3% | $4,837+104.2% |
| Participant deferral / active EE | $11,626 | $8,935+30.1% | $8,221+41.4% | $6,341+83.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |