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 | $275,266 | $97,757+181.6% | $83,848+228.3% | $135,375+103.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $18,852 | $4,222+346.6% | $3,631+419.2% | $4,779+294.5% |
| Participant deferral / active EE | $14,985 | $4,682+220.0% | $4,082+267.1% | $5,609+167.2% |
| Admin fee / account holder | $20 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |