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 | $372,482 | $95,971+288.1% | $74,550+399.6% | $135,375+175.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.75% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,003 | $2,716-26.3% | $1,961+2.1% | $4,779-58.1% |
| Participant deferral / active EE | $12,250 | $3,843+218.7% | $3,108+294.1% | $5,609+118.4% |
| Admin fee / account holder | $70 | $6,522-98.9% | $5,060-98.6% | $10,827-99.4% |