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 | $270,593 | $150,440+79.9% | $136,294+98.5% | $147,584+83.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.92% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $9,831 | $5,256+87.0% | $4,695+109.4% | $4,876+101.6% |
| Participant deferral / active EE | $11,301 | $6,630+70.4% | $6,247+80.9% | $5,439+107.8% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |