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 | $293,074 | $97,757+199.8% | $83,848+249.5% | $135,375+116.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.50% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,128 | $4,222-25.9% | $3,631-13.9% | $4,779-34.5% |
| Participant deferral / active EE | $13,658 | $4,682+191.7% | $4,082+234.6% | $5,609+143.5% |
| Admin fee / account holder | $80 | $6,674-98.8% | $5,478-98.5% | $10,827-99.3% |