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 | $566,785 | $160,055+254.1% | $140,016+304.8% | $135,375+318.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.75% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,046 | $6,420-5.8% | $5,606+7.8% | $4,779+26.5% |
| Participant deferral / active EE | $11,160 | $7,642+46.0% | $6,927+61.1% | $5,609+99.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |