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 | $455,778 | $190,805+138.9% | $159,960+184.9% | $134,475+238.9% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -7.22% | 552.23%-559.5pp | 408.60%-415.8pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,813 | $4,995-43.7% | $4,226-33.4% | $4,740-40.7% |
| Participant deferral / active EE | $14,892 | $6,923+115.1% | $6,182+140.9% | $6,400+132.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |