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 | $312,741 | $171,865+82.0% | $149,718+108.9% | $147,584+111.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.48% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $20,120 | $6,275+220.6% | $5,445+269.5% | $4,876+312.6% |
| Participant deferral / active EE | $20,571 | $7,271+182.9% | $6,569+213.2% | $5,439+278.2% |
| Admin fee / account holder | $43 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |