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 10-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 | $309,161 | $171,865+79.9% | $149,718+106.5% | $147,584+109.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.06% | 2113.22%-2103.2pp | 1501.63%-1491.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $6,023 | $6,275-4.0% | $5,445+10.6% | $4,876+23.5% |
| Participant deferral / active EE | $5,873 | $7,271-19.2% | $6,569-10.6% | $5,439+8.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |