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 | $311,214 | $232,540+33.8% | $185,117+68.1% | $147,584+110.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.72% | 43.03%-23.3pp | 40.50%-20.8pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,500 | $5,195-51.9% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $6,909 | $5,834+18.4% | $5,045+36.9% | $5,439+27.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |