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 | $274,270 | $168,632+62.6% | $147,614+85.8% | $125,391+118.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.16% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.4pp |
| Employer contribution / active EE | $8,106 | $6,252+29.7% | $5,564+45.7% | $4,866+66.6% |
| Participant deferral / active EE | $7,075 | $5,507+28.5% | $4,895+44.5% | $5,352+32.2% |
| Admin fee / account holder | $228 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |