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 | $265,652 | $160,055+66.0% | $140,016+89.7% | $135,375+96.2% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.5%-4.9pp | 82.6%0pp |
| Annual return | -3.85% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,259 | $6,420-64.8% | $5,606-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $7,932 | $7,642+3.8% | $6,927+14.5% | $5,609+41.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |