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 | $307,496 | $138,044+122.8% | $125,339+145.3% | $134,475+128.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,837 | $5,243+49.5% | $4,814+62.8% | $4,740+65.3% |
| Participant deferral / active EE | $21,292 | $7,799+173.0% | $7,446+185.9% | $6,400+232.7% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |