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 | $256,634 | $138,065+85.9% | $123,544+107.7% | $135,375+89.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.91% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,912 | $5,151-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $10,471 | $6,799+54.0% | $6,426+63.0% | $5,609+86.7% |
| Admin fee / account holder | $211 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |