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 | $279,172 | $100,754+177.1% | $86,677+222.1% | $134,475+107.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.20% | 29.04%-41.2pp | 35.91%-48.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,040 | $3,489+15.8% | $2,836+42.4% | $4,740-14.8% |
| Participant deferral / active EE | $12,620 | $5,338+136.4% | $4,656+171.1% | $6,400+97.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |