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 | $319,958 | $160,055+99.9% | $140,016+128.5% | $135,375+136.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.33% | 911.38%-912.7pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $6,778 | $6,420+5.6% | $5,606+20.9% | $4,779+41.8% |
| Participant deferral / active EE | $9,207 | $7,642+20.5% | $6,927+32.9% | $5,609+64.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |