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 | $263,872 | $211,958+24.5% | $169,463+55.7% | $135,375+94.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.60% | 3.26%-6.9pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $15,000 | $5,120+193.0% | $4,159+260.7% | $4,779+213.9% |
| Participant deferral / active EE | $9,250 | $6,075+52.3% | $5,277+75.3% | $5,609+64.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |