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 | $443,182 | $138,044+221.0% | $125,339+253.6% | $134,475+229.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $16,927 | $5,243+222.8% | $4,814+251.7% | $4,740+257.1% |
| Participant deferral / active EE | $21,263 | $7,799+172.6% | $7,446+185.5% | $6,400+232.2% |
| Admin fee / account holder | $234 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |