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 | $305,380 | $160,055+90.8% | $140,016+118.1% | $135,375+125.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.62% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $27,973 | $6,420+335.7% | $5,606+399.0% | $4,779+485.4% |
| Participant deferral / active EE | $20,361 | $7,642+166.5% | $6,927+193.9% | $5,609+263.0% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |