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 | $438,120 | $142,344+207.8% | $119,609+266.3% | $134,475+225.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,357 | $5,222-54.9% | $4,232-44.3% | $4,740-50.3% |
| Participant deferral / active EE | $12,454 | $6,469+92.5% | $5,602+122.3% | $6,400+94.6% |
| Admin fee / account holder | $23 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |