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 | $827,201 | $160,055+416.8% | $140,016+490.8% | $135,375+511.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.02% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.8pp |
| Employer contribution / active EE | $24,500 | $6,420+281.6% | $5,606+337.0% | $4,779+412.7% |
| Participant deferral / active EE | $22,500 | $7,642+194.4% | $6,927+224.8% | $5,609+301.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |