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 8-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 | $461,394 | $176,662+161.2% | $130,648+253.2% | $152,861+201.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 29.18% | 2692.24%-2663.1pp | 1708.96%-1679.8pp | 345.32%-316.1pp |
| Employer contribution / active EE | $11,250 | $5,742+95.9% | $4,092+174.9% | $4,762+136.2% |
| Participant deferral / active EE | $24,958 | $4,361+472.3% | $3,603+592.7% | $5,850+326.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |