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 | $311,727 | $180,449+72.8% | $154,107+102.3% | $135,375+130.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.77% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,068 | $6,035+66.8% | $5,298+90.1% | $4,779+110.7% |
| Participant deferral / active EE | $6,022 | $5,806+3.7% | $5,081+18.5% | $5,609+7.4% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |