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 | $285,589 | $160,055+78.4% | $140,016+104.0% | $135,375+111.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $10,443 | $6,420+62.6% | $5,606+86.3% | $4,779+118.5% |
| Participant deferral / active EE | $15,064 | $7,642+97.1% | $6,927+117.5% | $5,609+168.6% |
| Admin fee / account holder | -$181 | $13,328-101.4% | $10,705-101.7% | $10,827-101.7% |