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 | $353,168 | $127,386+177.2% | $115,037+207.0% | $125,391+181.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.67% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,353 | $5,166-73.8% | $4,608-70.6% | $4,866-72.2% |
| Participant deferral / active EE | $14,417 | $6,423+124.5% | $6,026+139.2% | $5,352+169.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |