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 | $269,981 | $133,958+101.5% | $112,228+140.6% | $134,475+100.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,634 | $4,038-59.5% | $3,635-55.0% | $4,740-65.5% |
| Participant deferral / active EE | $6,914 | $5,291+30.7% | $4,728+46.2% | $6,400+8.0% |
| Admin fee / account holder | $112 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |