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 | $475,321 | $167,484+183.8% | $151,611+213.5% | $134,475+253.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.92% | 7.80%-19.7pp | 3.33%-15.3pp | 417.96%-429.9pp |
| Employer contribution / active EE | $6,764 | $6,829-0.9% | $6,166+9.7% | $4,740+42.7% |
| Participant deferral / active EE | $15,236 | $8,986+69.6% | $8,363+82.2% | $6,400+138.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |