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 | $301,345 | $82,664+264.5% | $125,339+140.4% | $68,494+340.0% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $5,038 | $3,381+49.0% | $4,814+4.7% | $2,596+94.0% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $64 | $6,275-99.0% | $10,010-99.4% | $5,403-98.8% |