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 | $643,209 | $167,484+284.0% | $151,611+324.2% | $134,475+378.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.90% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $20,531 | $6,829+200.6% | $6,166+233.0% | $4,740+333.2% |
| Participant deferral / active EE | $16,763 | $8,986+86.5% | $8,363+100.4% | $6,400+161.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |