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 | $376,829 | $138,044+173.0% | $125,339+200.6% | $134,475+180.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.38% | 750.33%-755.7pp | 572.05%-577.4pp | 417.96%-423.3pp |
| Employer contribution / active EE | $1,647 | $5,243-68.6% | $4,814-65.8% | $4,740-65.3% |
| Participant deferral / active EE | $9,342 | $7,799+19.8% | $7,446+25.5% | $6,400+46.0% |
| Admin fee / account holder | $38 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |