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 | $307,077 | $106,543+188.2% | $91,220+236.6% | $134,475+128.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.28% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $13,333 | $3,331+300.3% | $2,850+367.8% | $4,740+181.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7 | $6,231-99.9% | $5,420-99.9% | $11,426-99.9% |