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 | $339,388 | $138,044+145.9% | $125,339+170.8% | $134,475+152.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -17.14% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,245 | $5,243+95.4% | $4,814+112.8% | $4,740+116.1% |
| Participant deferral / active EE | $13,891 | $7,799+78.1% | $7,446+86.6% | $6,400+117.1% |
| Admin fee / account holder | $39 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |