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 | $341,474 | $69,518+391.2% | $59,878+470.3% | $135,375+152.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.44% | 7.94%-11.4pp | 3.46%-6.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,000 | $3,235+23.7% | $2,722+47.0% | $4,779-16.3% |
| Participant deferral / active EE | $14,000 | $4,206+232.9% | $3,402+311.5% | $5,609+149.6% |
| Admin fee / account holder | $253 | $5,734-95.6% | $3,590-93.0% | $10,827-97.7% |