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 | $264,812 | $92,703+185.7% | $82,719+220.1% | $134,475+96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.37% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $29,016 | $3,274+786.3% | $3,009+864.3% | $4,740+512.2% |
| Participant deferral / active EE | $15,301 | $4,802+218.6% | $4,395+248.2% | $6,400+139.1% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |