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 6-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 | $254,465 | $159,901+59.1% | $146,958+73.2% | $145,922+74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.81% | 98.13%-68.3pp | 418.34%-388.5pp | 561.29%-531.5pp |
| Employer contribution / active EE | $31,667 | $5,286+499.1% | $4,933+541.9% | $4,660+579.6% |
| Participant deferral / active EE | $27,500 | $8,428+226.3% | $8,070+240.8% | $6,688+311.2% |
| Admin fee / account holder | $70 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |