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 | $874,381 | $152,509+473.3% | $117,472+644.3% | $134,475+550.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.25% | 52.99%-71.2pp | 29.74%-48.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,150 | $5,571-79.4% | $4,176-72.5% | $4,740-75.7% |
| Participant deferral / active EE | $7,750 | $4,818+60.9% | $4,070+90.4% | $6,400+21.1% |
| Admin fee / account holder | $40 | $7,004-99.4% | $5,645-99.3% | $11,426-99.6% |