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 | $411,270 | $99,640+312.8% | $86,436+375.8% | $134,475+205.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $11,875 | $4,400+169.9% | $3,769+215.1% | $4,740+150.5% |
| Participant deferral / active EE | $23,750 | $7,246+227.8% | $6,952+241.6% | $6,400+271.1% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |