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 | $543,661 | $180,449+201.3% | $154,107+252.8% | $135,375+301.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.90% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,000 | $6,035-66.9% | $5,298-62.2% | $4,779-58.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $126 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |