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 | $333,844 | $88,594+276.8% | $70,092+376.3% | $134,475+148.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -13.61% | 442.67%-456.3pp | 190.73%-204.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,457 | $3,233-24.0% | $2,559-4.0% | $4,740-48.2% |
| Participant deferral / active EE | $10,385 | $4,772+117.6% | $3,849+169.8% | $6,400+62.3% |
| Admin fee / account holder | $73 | $10,441-99.3% | $6,267-98.8% | $11,426-99.4% |