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 | $316,004 | $167,307+88.9% | $143,757+119.8% | $134,475+135.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.83% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,199 | $5,619+10.3% | $4,951+25.2% | $4,740+30.8% |
| Participant deferral / active EE | $7,456 | $6,446+15.7% | $5,637+32.3% | $6,400+16.5% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |