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 | $598,863 | $99,640+501.0% | $86,436+592.8% | $134,475+345.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,600 | $4,400+4.5% | $3,769+22.1% | $4,740-2.9% |
| Participant deferral / active EE | $13,131 | $7,246+81.2% | $6,952+88.9% | $6,400+105.2% |
| Admin fee / account holder | $5 | $8,371-99.9% | $6,731-99.9% | $11,426-100.0% |