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 | $311,665 | $138,044+125.8% | $125,339+148.7% | $134,475+131.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.36% | 750.33%-749.0pp | 572.05%-570.7pp | 417.96%-416.6pp |
| Employer contribution / active EE | $11,985 | $5,243+128.6% | $4,814+149.0% | $4,740+152.9% |
| Participant deferral / active EE | $27,000 | $7,799+246.2% | $7,446+262.6% | $6,400+321.9% |
| Admin fee / account holder | $218 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |