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 | $350,296 | $152,509+129.7% | $117,472+198.2% | $134,475+160.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.59% | 52.99%-65.6pp | 29.74%-42.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $12,508 | $5,571+124.5% | $4,176+199.5% | $4,740+163.9% |
| Participant deferral / active EE | $18,000 | $4,818+273.6% | $4,070+342.2% | $6,400+181.3% |
| Admin fee / account holder | $70 | $7,004-99.0% | $5,645-98.8% | $11,426-99.4% |