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 | $480,348 | $142,344+237.5% | $119,609+301.6% | $134,475+257.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.59% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $21,875 | $5,222+318.9% | $4,232+416.9% | $4,740+361.5% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |