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 | $337,571 | $142,344+137.2% | $119,609+182.2% | $134,475+151.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.57% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $10,752 | $5,222+105.9% | $4,232+154.1% | $4,740+126.9% |
| Participant deferral / active EE | $7,168 | $6,469+10.8% | $5,602+28.0% | $6,400+12.0% |
| Admin fee / account holder | $117 | $13,584-99.1% | $10,323-98.9% | $11,426-99.0% |