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 | $291,615 | $133,958+117.7% | $112,228+159.8% | $134,475+116.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.05% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $15,660 | $4,038+287.8% | $3,635+330.9% | $4,740+230.4% |
| Participant deferral / active EE | $12,796 | $5,291+141.9% | $4,728+170.6% | $6,400+99.9% |
| Admin fee / account holder | $27 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |