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 3-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 | $307,060 | $113,935+169.5% | $94,224+225.9% | $125,391+144.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.60% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $12,500 | $4,727+164.4% | $3,587+248.5% | $4,866+156.9% |
| Participant deferral / active EE | $18,150 | $5,179+250.5% | $4,320+320.1% | $5,352+239.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |