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 | $455,438 | $160,055+184.6% | $140,016+225.3% | $135,375+236.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.08% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $13,363 | $6,420+108.1% | $5,606+138.4% | $4,779+179.6% |
| Participant deferral / active EE | $19,596 | $7,642+156.4% | $6,927+182.9% | $5,609+249.4% |
| Admin fee / account holder | $218 | $13,328-98.4% | $10,705-98.0% | $10,827-98.0% |