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 | $505,454 | $70,606+615.9% | $53,898+837.8% | $142,382+255.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 92.72% | 619.81%-527.1pp | 528.60%-435.9pp | 217.08%-124.4pp |
| Employer contribution / active EE | $1,365 | $1,202+13.5% | $932+46.4% | $4,299-68.3% |
| Participant deferral / active EE | $10,687 | $2,364+352.1% | $1,826+485.2% | $6,507+64.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |