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 | $454,597 | $133,958+239.4% | $112,228+305.1% | $134,475+238.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.18% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,091 | $4,038-23.5% | $3,635-15.0% | $4,740-34.8% |
| Participant deferral / active EE | $24,853 | $5,291+369.8% | $4,728+425.7% | $6,400+288.3% |
| Admin fee / account holder | $79 | $7,489-98.9% | $6,410-98.8% | $11,426-99.3% |