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 10-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 | $288,447 | $100,754+186.3% | $86,677+232.8% | $134,475+114.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.71% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,000 | $3,489-71.3% | $2,836-64.7% | $4,740-78.9% |
| Participant deferral / active EE | $13,650 | $5,338+155.7% | $4,656+193.2% | $6,400+113.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |