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 | $313,467 | $176,662+77.4% | $130,648+139.9% | $152,861+105.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 25.39% | 2692.24%-2666.8pp | 1708.96%-1683.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $26,125 | $5,742+355.0% | $4,092+538.5% | $4,762+448.6% |
| Participant deferral / active EE | $12,500 | $4,361+186.6% | $3,603+247.0% | $5,850+113.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |