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 9-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 | $335,360 | $157,256+113.3% | $141,162+137.6% | $152,861+119.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 599.68% | 64.32%+535.4pp | 71.39%+528.3pp | 345.32%+254.4pp |
| Employer contribution / active EE | $31,000 | $5,261+489.3% | $4,735+554.7% | $4,762+550.9% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $35 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |