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 5-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 | $259,369 | $214,378+21.0% | $200,582+29.3% | $142,382+82.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.93% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $9,657 | $6,841+41.2% | $6,419+50.4% | $4,299+124.6% |
| Participant deferral / active EE | $30,981 | $9,865+214.1% | $9,331+232.0% | $6,507+376.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |