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 | $307,191 | $67,331+356.2% | $60,874+404.6% | $134,475+128.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.49% | 49.93%-65.4pp | 16.90%-32.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $9,101 | $3,096+193.9% | $2,701+236.9% | $4,740+92.0% |
| Participant deferral / active EE | $23,006 | $4,538+406.9% | $3,817+502.8% | $6,400+259.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |