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 | $328,016 | $97,757+235.5% | $83,848+291.2% | $135,375+142.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.36% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $13,375 | $4,222+216.8% | $3,631+268.4% | $4,779+179.9% |
| Participant deferral / active EE | $11,588 | $4,682+147.5% | $4,082+183.9% | $5,609+106.6% |
| Admin fee / account holder | $156 | $6,674-97.7% | $5,478-97.1% | $10,827-98.6% |