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 | $592,942 | $211,958+179.7% | $169,463+249.9% | $135,375+338.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 3.26%-9.7pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,962 | $5,120-42.1% | $4,159-28.8% | $4,779-38.0% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $18 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |