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 | $271,756 | $171,865+58.1% | $149,718+81.5% | $147,584+84.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.91% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $5,819 | $6,275-7.3% | $5,445+6.9% | $4,876+19.3% |
| Participant deferral / active EE | $6,649 | $7,271-8.6% | $6,569+1.2% | $5,439+22.2% |
| Admin fee / account holder | $37 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |