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 | $323,826 | $138,044+134.6% | $125,339+158.4% | $134,475+140.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,193 | $5,243-39.1% | $4,814-33.7% | $4,740-32.6% |
| Participant deferral / active EE | $7,030 | $7,799-9.9% | $7,446-5.6% | $6,400+9.8% |
| Admin fee / account holder | $124 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |