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 | $251,000 | $106,543+135.6% | $91,220+175.2% | $134,475+86.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.91% | 160.60%-172.5pp | 114.01%-125.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $21,589 | $3,331+548.2% | $2,850+657.5% | $4,740+355.5% |
| Participant deferral / active EE | $11,559 | $4,719+145.0% | $4,234+173.0% | $6,400+80.6% |
| Admin fee / account holder | $258 | $6,231-95.9% | $5,420-95.2% | $11,426-97.7% |