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 | $444,092 | $180,449+146.1% | $154,107+188.2% | $135,375+228.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.55% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $12,433 | $6,035+106.0% | $5,298+134.7% | $4,779+160.2% |
| Participant deferral / active EE | $12,869 | $5,806+121.6% | $5,081+153.3% | $5,609+129.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |