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 | $286,733 | $138,044+107.7% | $125,339+128.8% | $134,475+113.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.55% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,261 | $5,243-37.8% | $4,814-32.3% | $4,740-31.2% |
| Participant deferral / active EE | $7,270 | $7,799-6.8% | $7,446-2.4% | $6,400+13.6% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |