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 | $263,717 | $171,865+53.4% | $149,718+76.1% | $147,584+78.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.63% | 2113.22%-2096.6pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $12,775 | $6,275+103.6% | $5,445+134.6% | $4,876+162.0% |
| Participant deferral / active EE | $14,857 | $7,271+104.3% | $6,569+126.2% | $5,439+173.2% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |