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 | $320,310 | $152,509+110.0% | $117,472+172.7% | $134,475+138.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.15% | 52.99%-67.1pp | 29.74%-43.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $5,591 | $5,571+0.4% | $4,176+33.9% | $4,740+18.0% |
| Participant deferral / active EE | $2,375 | $4,818-50.7% | $4,070-41.6% | $6,400-62.9% |
| Admin fee / account holder | $25 | $7,004-99.6% | $5,645-99.6% | $11,426-99.8% |