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 | $476,695 | $142,344+234.9% | $119,609+298.5% | $134,475+254.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.05% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $15,743 | $5,222+201.5% | $4,232+272.0% | $4,740+232.2% |
| Participant deferral / active EE | $11,776 | $6,469+82.0% | $5,602+110.2% | $6,400+84.0% |
| Admin fee / account holder | $6 | $13,584-100.0% | $10,323-99.9% | $11,426-99.9% |