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 | $419,953 | $167,307+151.0% | $143,757+192.1% | $134,475+212.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.97% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $12,039 | $5,619+114.2% | $4,951+143.2% | $4,740+154.0% |
| Participant deferral / active EE | $8,740 | $6,446+35.6% | $5,637+55.1% | $6,400+36.6% |
| Admin fee / account holder | $84 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |