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 4-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 | $419,259 | $198,466+111.2% | $170,442+146.0% | $147,584+184.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $24,899 | $6,184+302.7% | $5,433+358.3% | $4,876+410.6% |
| Participant deferral / active EE | $18,761 | $5,629+233.3% | $4,939+279.8% | $5,439+244.9% |
| Admin fee / account holder | $292 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |