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 | $604,222 | $168,632+258.3% | $147,614+309.3% | $125,391+381.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.29% | 77.65%-79.9pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $16,943 | $6,252+171.0% | $5,564+204.5% | $4,866+248.2% |
| Participant deferral / active EE | $19,500 | $5,507+254.1% | $4,895+298.3% | $5,352+264.4% |
| Admin fee / account holder | $19 | $13,580-99.9% | $11,611-99.8% | $9,540-99.8% |