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 | $317,780 | $138,044+130.2% | $125,339+153.5% | $134,475+136.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.66% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,693 | $5,243-67.7% | $4,814-64.8% | $4,740-64.3% |
| Participant deferral / active EE | $6,042 | $7,799-22.5% | $7,446-18.9% | $6,400-5.6% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |