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 | $384,613 | $135,635+183.6% | $110,238+248.9% | $135,375+184.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.05% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $16,722 | $4,906+240.8% | $3,826+337.0% | $4,779+249.9% |
| Participant deferral / active EE | $10,136 | $5,506+84.1% | $4,672+116.9% | $5,609+80.7% |
| Admin fee / account holder | $48 | $11,457-99.6% | $8,547-99.4% | $10,827-99.6% |