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 | $442,886 | $160,055+176.7% | $140,016+216.3% | $135,375+227.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.98% | 911.38%-914.4pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $6,543 | $6,420+1.9% | $5,606+16.7% | $4,779+36.9% |
| Participant deferral / active EE | $17,422 | $7,642+128.0% | $6,927+151.5% | $5,609+210.6% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |