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 | $2,757,396 | $160,055+1622.8% | $140,016+1869.3% | $135,375+1936.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.98% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $31,567 | $6,420+391.7% | $5,606+463.1% | $4,779+560.6% |
| Participant deferral / active EE | $14,333 | $7,642+87.6% | $6,927+106.9% | $5,609+155.6% |
| Admin fee / account holder | $36 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |