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 7-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 | $285,907 | $82,286+247.5% | $68,791+315.6% | $134,475+112.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.02% | -2.19%-12.8pp | -6.38%-8.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $16,000 | $3,301+384.7% | $2,655+502.6% | $4,740+237.6% |
| Participant deferral / active EE | $19,388 | $4,739+309.2% | $3,941+392.0% | $6,400+203.0% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |