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 | $735,052 | $106,543+589.9% | $91,220+705.8% | $134,475+446.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -7.99% | 160.60%-168.6pp | 114.01%-122.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $19,750 | $3,331+493.0% | $2,850+593.0% | $4,740+316.7% |
| Participant deferral / active EE | $16,500 | $4,719+249.7% | $4,234+289.7% | $6,400+157.8% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |