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 7-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 | $391,228 | $92,703+322.0% | $82,719+373.0% | $134,475+190.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.69% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,085 | $3,274-36.3% | $3,009-30.7% | $4,740-56.0% |
| Participant deferral / active EE | $9,270 | $4,802+93.0% | $4,395+110.9% | $6,400+44.8% |
| Admin fee / account holder | $11 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |