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 | $286,629 | $106,543+169.0% | $91,220+214.2% | $134,475+113.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.31% | 160.60%-160.3pp | 114.01%-113.7pp | 417.96%-417.7pp |
| Employer contribution / active EE | $2,740 | $3,331-17.7% | $2,850-3.9% | $4,740-42.2% |
| Participant deferral / active EE | $5,169 | $4,719+9.5% | $4,234+22.1% | $6,400-19.2% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |