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 | $285,698 | $138,044+107.0% | $125,339+127.9% | $134,475+112.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.20% | 750.33%-757.5pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $9,375 | $5,243+78.8% | $4,814+94.8% | $4,740+97.8% |
| Participant deferral / active EE | $21,900 | $7,799+180.8% | $7,446+194.1% | $6,400+242.2% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |