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 | $351,518 | $131,829+166.6% | $108,579+223.7% | $273,961+28.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.78% | -91.57%+100.3pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $24,232 | $4,912+393.3% | $3,758+544.8% | $4,869+397.7% |
| Participant deferral / active EE | $12,999 | $5,127+153.5% | $4,311+201.5% | $5,287+145.9% |
| Admin fee / account holder | $60 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |