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 | $351,419 | $138,044+154.6% | $125,339+180.4% | $134,475+161.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.77% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $7,415 | $5,243+41.4% | $4,814+54.0% | $4,740+56.5% |
| Participant deferral / active EE | $14,723 | $7,799+88.8% | $7,446+97.7% | $6,400+130.1% |
| Admin fee / account holder | -$305 | $11,571-102.6% | $10,010-103.0% | $11,426-102.7% |