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 | $252,120 | $84,695+197.7% | $73,843+241.4% | $125,391+101.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.00% | 3123.53%-3122.5pp | 2267.84%-2266.8pp | 282.22%-281.2pp |
| Employer contribution / active EE | $3,479 | $3,123+11.4% | $2,787+24.8% | $4,866-28.5% |
| Participant deferral / active EE | $7,482 | $3,992+87.4% | $3,583+108.8% | $5,352+39.8% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |