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 | $258,759 | $138,044+87.4% | $125,339+106.4% | $134,475+92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.03% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $22,860 | $5,243+336.0% | $4,814+374.9% | $4,740+382.3% |
| Participant deferral / active EE | $23,748 | $7,799+204.5% | $7,446+218.9% | $6,400+271.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |