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 | $459,158 | $95,193+382.3% | $76,523+500.0% | $135,375+239.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.41% | 4.85%-11.3pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $15,000 | $3,302+354.2% | $2,647+466.6% | $4,779+213.9% |
| Participant deferral / active EE | $24,500 | $4,639+428.1% | $3,835+538.8% | $5,609+336.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |