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 8-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 | $363,612 | $99,640+264.9% | $86,436+320.7% | $134,475+170.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 6782.58%-6801.6pp | 4394.89%-4413.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,669 | $4,400-62.1% | $3,769-55.7% | $4,740-64.8% |
| Participant deferral / active EE | $20,457 | $7,246+182.3% | $6,952+194.3% | $6,400+219.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |