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 | $275,915 | $180,449+52.9% | $154,107+79.0% | $135,375+103.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.99% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $9,668 | $6,035+60.2% | $5,298+82.5% | $4,779+102.3% |
| Participant deferral / active EE | $8,326 | $5,806+43.4% | $5,081+63.9% | $5,609+48.4% |
| Admin fee / account holder | $44 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |