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 | $356,422 | $138,065+158.2% | $123,544+188.5% | $135,375+163.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.07% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $12,148 | $5,151+135.8% | $4,628+162.5% | $4,779+154.2% |
| Participant deferral / active EE | $17,980 | $6,799+164.4% | $6,426+179.8% | $5,609+220.6% |
| Admin fee / account holder | $58 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |