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 | $344,092 | $138,065+149.2% | $123,544+178.5% | $135,375+154.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.25% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $7,144 | $5,151+38.7% | $4,628+54.4% | $4,779+49.5% |
| Participant deferral / active EE | $10,676 | $6,799+57.0% | $6,426+66.2% | $5,609+90.4% |
| Admin fee / account holder | $269 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |