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 | $631,875 | $97,044+551.1% | $83,333+658.2% | $135,375+366.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.00% | 12.31%-14.3pp | 10.63%-12.6pp | 519.73%-521.7pp |
| Employer contribution / active EE | $17,687 | $4,143+326.9% | $3,379+423.5% | $4,779+270.1% |
| Participant deferral / active EE | $16,417 | $5,964+175.2% | $5,565+195.0% | $5,609+192.7% |
| Admin fee / account holder | $114 | $8,380-98.6% | $7,510-98.5% | $10,827-98.9% |