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 | $266,764 | $190,805+39.8% | $159,960+66.8% | $134,475+98.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.95% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $13,713 | $4,995+174.5% | $4,226+224.5% | $4,740+189.3% |
| Participant deferral / active EE | $7,829 | $6,923+13.1% | $6,182+26.6% | $6,400+22.3% |
| Admin fee / account holder | $240 | $10,471-97.7% | $8,698-97.2% | $11,426-97.9% |