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 | $254,039 | $180,449+40.8% | $154,107+64.8% | $135,375+87.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.89% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $6,828 | $6,035+13.1% | $5,298+28.9% | $4,779+42.9% |
| Participant deferral / active EE | $4,614 | $5,806-20.5% | $5,081-9.2% | $5,609-17.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |