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 | $279,208 | $183,963+51.8% | $162,163+72.2% | $152,861+82.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.37% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $18,648 | $6,371+192.7% | $5,614+232.2% | $4,762+291.6% |
| Participant deferral / active EE | $18,648 | $8,034+132.1% | $7,298+155.5% | $5,850+218.8% |
| Admin fee / account holder | $262 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |