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 | $379,739 | $133,958+183.5% | $112,228+238.4% | $134,475+182.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.04% | 47.11%-48.2pp | 27.45%-28.5pp | 417.96%-419.0pp |
| Employer contribution / active EE | $22,995 | $4,038+469.5% | $3,635+532.7% | $4,740+385.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |