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 8-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 | $472,907 | $135,635+248.7% | $110,238+329.0% | $135,375+249.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.32% | 513.19%-514.5pp | 314.74%-316.1pp | 519.73%-521.0pp |
| Employer contribution / active EE | $13,334 | $4,906+171.8% | $3,826+248.5% | $4,779+179.0% |
| Participant deferral / active EE | $3,000 | $5,506-45.5% | $4,672-35.8% | $5,609-46.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |