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 | $397,396 | $95,971+314.1% | $74,550+433.1% | $135,375+193.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.70% | 56.96%-58.7pp | 32.53%-34.2pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,671 | $2,716-38.5% | $1,961-14.8% | $4,779-65.0% |
| Participant deferral / active EE | $13,550 | $3,843+252.5% | $3,108+336.0% | $5,609+141.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |