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 | $331,991 | $84,695+292.0% | $73,843+349.6% | $125,391+164.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.15% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $5,022 | $3,123+60.8% | $2,787+80.2% | $4,866+3.2% |
| Participant deferral / active EE | $10,238 | $3,992+156.4% | $3,583+185.7% | $5,352+91.3% |
| Admin fee / account holder | $17 | $5,691-99.7% | $4,880-99.7% | $9,540-99.8% |