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 | $419,484 | $106,543+293.7% | $91,220+359.9% | $134,475+211.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.26% | 160.60%-180.9pp | 114.01%-134.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $38,100 | $3,331+1044.0% | $2,850+1236.8% | $4,740+703.9% |
| Participant deferral / active EE | $20,500 | $4,719+334.4% | $4,234+384.2% | $6,400+220.3% |
| Admin fee / account holder | $120 | $6,231-98.1% | $5,420-97.8% | $11,426-98.9% |