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 | $254,138 | $92,222+175.6% | $76,768+231.0% | $135,375+87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.59% | 5.46%-14.1pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,507 | $3,216+9.1% | $2,485+41.1% | $4,779-26.6% |
| Participant deferral / active EE | $8,000 | $4,509+77.4% | $3,852+107.7% | $5,609+42.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |