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 | $325,663 | $135,635+140.1% | $110,238+195.4% | $135,375+140.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.78% | 513.19%-521.0pp | 314.74%-322.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $7,898 | $4,906+61.0% | $3,826+106.4% | $4,779+65.3% |
| Participant deferral / active EE | $15,790 | $5,506+186.8% | $4,672+238.0% | $5,609+181.5% |
| Admin fee / account holder | $67 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |