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 | $575,890 | $100,754+471.6% | $86,677+564.4% | $134,475+328.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.05% | 29.04%-38.1pp | 35.91%-45.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $29,372 | $3,489+741.8% | $2,836+935.5% | $4,740+519.7% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |