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 3-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 | $578,205 | $214,378+169.7% | $200,582+188.3% | $142,382+306.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 183.55% | 46.41%+137.1pp | 42.33%+141.2pp | 217.08%-33.5pp |
| Employer contribution / active EE | $3,600 | $6,841-47.4% | $6,419-43.9% | $4,299-16.3% |
| Participant deferral / active EE | $10,333 | $9,865+4.8% | $9,331+10.7% | $6,507+58.8% |
| Admin fee / account holder | $227 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |