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 | $258,672 | $167,484+54.4% | $151,611+70.6% | $134,475+92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.00% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $12,157 | $6,829+78.0% | $6,166+97.2% | $4,740+156.5% |
| Participant deferral / active EE | $13,020 | $8,986+44.9% | $8,363+55.7% | $6,400+103.4% |
| Admin fee / account holder | $60 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |