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 | $360,535 | $97,757+268.8% | $83,848+330.0% | $135,375+166.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.77% | 1287.37%-1292.1pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $16,980 | $4,222+302.2% | $3,631+367.7% | $4,779+255.3% |
| Participant deferral / active EE | $11,436 | $4,682+144.2% | $4,082+180.2% | $5,609+103.9% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |