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 | $417,879 | $150,440+177.8% | $136,294+206.6% | $147,584+183.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.31% | 1049.08%-1017.8pp | 5155.94%-5124.6pp | 578.55%-547.2pp |
| Employer contribution / active EE | $37,558 | $5,256+614.6% | $4,695+699.9% | $4,876+670.2% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $107 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |