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 | $833,000 | $82,630+908.1% | $64,105+1199.4% | $125,391+564.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.90% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $7,833 | $2,671+193.3% | $1,820+330.4% | $4,866+61.0% |
| Participant deferral / active EE | $8,000 | $3,608+121.7% | $2,822+183.5% | $5,352+49.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |