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 | $471,337 | $138,044+241.4% | $125,339+276.1% | $134,475+250.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.36% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $7,500 | $5,243+43.0% | $4,814+55.8% | $4,740+58.2% |
| Participant deferral / active EE | $2,878 | $7,799-63.1% | $7,446-61.4% | $6,400-55.0% |
| Admin fee / account holder | $63 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |