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 4-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 | $339,302 | $129,942+161.1% | $104,294+225.3% | $134,475+152.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 42.03%-61.0pp | 24.61%-43.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $31,050 | $4,184+642.1% | $3,372+820.9% | $4,740+555.1% |
| Participant deferral / active EE | $27,000 | $5,588+383.2% | $4,625+483.8% | $6,400+321.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |