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 9-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 | $260,600 | $129,942+100.6% | $104,294+149.9% | $134,475+93.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | 42.03%-55.4pp | 24.61%-38.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $7,851 | $4,184+87.6% | $3,372+132.8% | $4,740+65.6% |
| Participant deferral / active EE | $23,750 | $5,588+325.0% | $4,625+413.5% | $6,400+271.1% |
| Admin fee / account holder | $162 | $9,323-98.3% | $7,339-97.8% | $11,426-98.6% |