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 | $284,176 | $147,727+92.4% | $115,756+145.5% | $134,475+111.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -9.51% | 73.96%-83.5pp | 143.14%-152.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $8,622 | $4,713+82.9% | $3,793+127.3% | $4,740+81.9% |
| Participant deferral / active EE | $16,653 | $7,563+120.2% | $6,254+166.3% | $6,400+160.2% |
| Admin fee / account holder | $30 | $14,571-99.8% | $8,124-99.6% | $11,426-99.7% |