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 | $329,264 | $91,911+258.2% | $68,793+378.6% | $135,375+143.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.27% | -8.22%+2.9pp | -4.63%-0.6pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,184 | $3,924+159.5% | $2,625+287.9% | $4,779+113.1% |
| Participant deferral / active EE | $4,457 | $4,315+3.3% | $3,311+34.6% | $5,609-20.5% |
| Admin fee / account holder | $266 | $9,240-97.1% | $5,131-94.8% | $10,827-97.5% |