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 6-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 | $273,006 | $190,805+43.1% | $159,960+70.7% | $134,475+103.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.53% | 552.23%-566.8pp | 408.60%-423.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,000 | $4,995+20.1% | $4,226+42.0% | $4,740+26.6% |
| Participant deferral / active EE | $18,750 | $6,923+170.8% | $6,182+203.3% | $6,400+193.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |