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 | $333,251 | $138,065+141.4% | $123,544+169.7% | $135,375+146.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $11,358 | $5,151+120.5% | $4,628+145.4% | $4,779+137.7% |
| Participant deferral / active EE | $8,934 | $6,799+31.4% | $6,426+39.0% | $5,609+59.3% |
| Admin fee / account holder | $283 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |