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 | $280,356 | $67,214+317.1% | $61,491+355.9% | $134,475+108.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.01% | -12.08%-5.9pp | -12.98%-5.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $30,459 | $4,974+512.3% | $4,246+617.4% | $4,740+542.6% |
| Participant deferral / active EE | $20,500 | $6,103+235.9% | $5,188+295.1% | $6,400+220.3% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |