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 9-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 | $304,192 | $92,703+228.1% | $82,719+267.7% | $134,475+126.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -14.37% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,024 | $3,274-7.6% | $3,009+0.5% | $4,740-36.2% |
| Participant deferral / active EE | $9,866 | $4,802+105.5% | $4,395+124.5% | $6,400+54.2% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |