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 8-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 | $564,547 | $167,307+237.4% | $143,757+292.7% | $134,475+319.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $9,671 | $5,619+72.1% | $4,951+95.3% | $4,740+104.0% |
| Participant deferral / active EE | $11,063 | $6,446+71.6% | $5,637+96.2% | $6,400+72.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |