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 | $332,905 | $138,044+141.2% | $125,339+165.6% | $134,475+147.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.03% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,320 | $5,243+135.0% | $4,814+156.0% | $4,740+159.9% |
| Participant deferral / active EE | $18,568 | $7,799+138.1% | $7,446+149.4% | $6,400+190.1% |
| Admin fee / account holder | $80 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |