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 | $281,696 | $109,817+156.5% | $98,442+186.2% | $167,490+68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 46.70% | 1956.69%-1910.0pp | 1492.73%-1446.0pp | 478.56%-431.9pp |
| Employer contribution / active EE | $5,255 | $3,224+63.0% | $2,960+77.5% | $4,837+8.6% |
| Participant deferral / active EE | $8,027 | $4,673+71.8% | $4,276+87.7% | $6,341+26.6% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |