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 | $300,129 | $167,307+79.4% | $143,757+108.8% | $134,475+123.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $6,513 | $5,619+15.9% | $4,951+31.5% | $4,740+37.4% |
| Participant deferral / active EE | $9,648 | $6,446+49.7% | $5,637+71.2% | $6,400+50.8% |
| Admin fee / account holder | $56 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |