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 7-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 | $263,896 | $138,044+91.2% | $125,339+110.5% | $134,475+96.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.95% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,035 | $5,243-4.0% | $4,814+4.6% | $4,740+6.2% |
| Participant deferral / active EE | $19,577 | $7,799+151.0% | $7,446+162.9% | $6,400+205.9% |
| Admin fee / account holder | $121 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |