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 7-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 | $258,661 | $95,193+171.7% | $76,523+238.0% | $135,375+91.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.70% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,341 | $3,302+122.3% | $2,647+177.3% | $4,779+53.6% |
| Participant deferral / active EE | $15,905 | $4,639+242.8% | $3,835+314.7% | $5,609+183.6% |
| Admin fee / account holder | $284 | $6,249-95.5% | $4,848-94.1% | $10,827-97.4% |