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 | $334,528 | $478,521-30.1% | $209,754+59.5% | $478,521-30.1% |
| Participation rate | 100.0% | 89.3%+10.7pp | 50.0%+50.0pp | 89.3%+10.7pp |
| Annual return | 0.00% | 101.52%-101.5pp | -16.96%+17.0pp | 101.52%-101.5pp |
| Employer contribution / active EE | $27,500 | $22,406+22.7% | $27,5000% | $22,406+22.7% |
| Participant deferral / active EE | $0 | $7,699-100.0% | - | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,578-100.0% | $0 | $12,578-100.0% |