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 | $263,291 | $129,942+102.6% | $104,294+152.4% | $134,475+95.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | 42.03%-56.9pp | 24.61%-39.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $39,320 | $4,184+839.7% | $3,372+1066.2% | $4,740+729.6% |
| Participant deferral / active EE | $27,000 | $5,588+383.2% | $4,625+483.8% | $6,400+321.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |