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 | $339,856 | $138,065+146.2% | $123,544+175.1% | $135,375+151.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.38% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $23,636 | $5,151+358.8% | $4,628+410.8% | $4,779+394.6% |
| Participant deferral / active EE | $20,415 | $6,799+200.3% | $6,426+217.7% | $5,609+264.0% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |