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 | $255,369 | $92,703+175.5% | $82,719+208.7% | $134,475+89.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -13.91% | 944.92%-958.8pp | 701.18%-715.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,906 | $3,274-11.2% | $3,009-3.4% | $4,740-38.7% |
| Participant deferral / active EE | $5,647 | $4,802+17.6% | $4,395+28.5% | $6,400-11.8% |
| Admin fee / account holder | $150 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |