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 | $357,286 | $85,790+316.5% | $67,313+430.8% | $135,375+163.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.84% | -0.54%-5.3pp | -4.08%-1.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $18,109 | $3,487+419.3% | $2,566+605.8% | $4,779+279.0% |
| Participant deferral / active EE | $14,333 | $4,651+208.2% | $3,568+301.7% | $5,609+155.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |