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 | $298,010 | $93,024+220.4% | $77,024+286.9% | $134,475+121.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.93% | 62.60%-82.5pp | 42.32%-62.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $12,711 | $3,418+271.9% | $2,812+352.0% | $4,740+168.2% |
| Participant deferral / active EE | $20,500 | $5,238+291.4% | $4,426+363.1% | $6,400+220.3% |
| Admin fee / account holder | $60 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |