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 8-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 | $272,040 | $138,044+97.1% | $125,339+117.0% | $134,475+102.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.63% | 750.33%-752.0pp | 572.05%-573.7pp | 417.96%-419.6pp |
| Employer contribution / active EE | $3,667 | $5,243-30.1% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $22,000 | $7,799+182.1% | $7,446+195.4% | $6,400+243.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |