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 | $355,729 | $180,449+97.1% | $154,107+130.8% | $135,375+162.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.20% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,555 | $6,035+58.3% | $5,298+80.4% | $4,779+100.0% |
| Participant deferral / active EE | $12,419 | $5,806+113.9% | $5,081+144.4% | $5,609+121.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |