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 | $626,873 | $138,044+354.1% | $125,339+400.1% | $134,475+366.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.87% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,797 | $5,243+67.8% | $4,814+82.8% | $4,740+85.6% |
| Participant deferral / active EE | $10,776 | $7,799+38.2% | $7,446+44.7% | $6,400+68.4% |
| Admin fee / account holder | $33 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |