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 | $296,153 | $56,835+421.1% | - | $135,375+118.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -8.60% | 2630.74%-2639.3pp | - | 519.73%-528.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,681-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |