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 | $521,269 | $138,044+277.6% | $125,339+315.9% | $134,475+287.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -5.02% | 750.33%-755.3pp | 572.05%-577.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,380 | $7,799-31.0% | $7,446-27.7% | $6,400-15.9% |
| Admin fee / account holder | $71 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |