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 | $255,623 | $100,754+153.7% | $86,677+194.9% | $134,475+90.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.32% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,456 | $3,489+113.7% | $2,836+162.8% | $4,740+57.3% |
| Participant deferral / active EE | $8,366 | $5,338+56.7% | $4,656+79.7% | $6,400+30.7% |
| Admin fee / account holder | $253 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |