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 | $366,948 | $180,449+103.4% | $154,107+138.1% | $135,375+171.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.37% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $10,974 | $6,035+81.8% | $5,298+107.2% | $4,779+129.6% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $26 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |