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 | $257,476 | $211,958+21.5% | $169,463+51.9% | $135,375+90.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.59% | 3.26%-11.8pp | 1.83%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,682 | $5,120-67.1% | $4,159-59.6% | $4,779-64.8% |
| Participant deferral / active EE | $9,325 | $6,075+53.5% | $5,277+76.7% | $5,609+66.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |