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 | $337,778 | $176,662+91.2% | $130,648+158.5% | $152,861+121.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.54% | 2692.24%-2682.7pp | 1708.96%-1699.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $4,782 | $5,742-16.7% | $4,092+16.9% | $4,762+0.4% |
| Participant deferral / active EE | $8,694 | $4,361+99.3% | $3,603+141.3% | $5,850+48.6% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |