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 | $497,945 | $138,044+260.7% | $125,339+297.3% | $134,475+270.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.46% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $15,983 | $5,243+204.8% | $4,814+232.0% | $4,740+237.2% |
| Participant deferral / active EE | $13,769 | $7,799+76.6% | $7,446+84.9% | $6,400+115.1% |
| Admin fee / account holder | $58 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |