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 | $311,525 | $171,865+81.3% | $149,718+108.1% | $147,584+111.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.96% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $26,721 | $6,275+325.8% | $5,445+390.8% | $4,876+448.0% |
| Participant deferral / active EE | $16,929 | $7,271+132.8% | $6,569+157.7% | $5,439+211.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |