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 | $471,366 | $167,484+181.4% | $151,611+210.9% | $134,475+250.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.23% | 7.80%-25.0pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,949 | $6,829+1.8% | $6,166+12.7% | $4,740+46.6% |
| Participant deferral / active EE | $14,556 | $8,986+62.0% | $8,363+74.0% | $6,400+127.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |