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 | $336,164 | $92,703+262.6% | $82,719+306.4% | $134,475+150.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.31% | 944.92%-952.2pp | 701.18%-708.5pp | 417.96%-425.3pp |
| Employer contribution / active EE | $3,377 | $3,274+3.2% | $3,009+12.2% | $4,740-28.8% |
| Participant deferral / active EE | $11,792 | $4,802+145.6% | $4,395+168.3% | $6,400+84.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |