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 | $364,306 | $190,805+90.9% | $159,960+127.7% | $134,475+170.9% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -17.40% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,571 | $4,995-48.5% | $4,226-39.1% | $4,740-45.7% |
| Participant deferral / active EE | $6,011 | $6,923-13.2% | $6,182-2.8% | $6,400-6.1% |
| Admin fee / account holder | $3 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |