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 | $269,093 | $138,044+94.9% | $125,339+114.7% | $134,475+100.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.39% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $15,412 | $5,243+193.9% | $4,814+220.2% | $4,740+225.2% |
| Participant deferral / active EE | $20,443 | $7,799+162.1% | $7,446+174.5% | $6,400+219.4% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |