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 | $456,348 | $180,449+152.9% | $154,107+196.1% | $135,375+237.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.30% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $10,322 | $6,035+71.0% | $5,298+94.9% | $4,779+116.0% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $60 | $16,143-99.6% | $13,411-99.6% | $10,827-99.4% |