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 | $304,777 | $167,307+82.2% | $143,757+112.0% | $134,475+126.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $17,094 | $5,619+204.2% | $4,951+245.3% | $4,740+260.7% |
| Participant deferral / active EE | $18,371 | $6,446+185.0% | $5,637+225.9% | $6,400+187.1% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |