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 | $271,020 | $159,901+69.5% | $146,958+84.4% | $145,922+85.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.08% | 98.13%-87.0pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $8,244 | $5,286+56.0% | $4,933+67.1% | $4,660+76.9% |
| Participant deferral / active EE | $6,689 | $8,428-20.6% | $8,070-17.1% | $6,6880% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |