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 | $334,003 | $167,307+99.6% | $143,757+132.3% | $134,475+148.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.97% | 0.46%-9.4pp | -0.04%-8.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $15,724 | $5,619+179.8% | $4,951+217.6% | $4,740+231.7% |
| Participant deferral / active EE | $11,352 | $6,446+76.1% | $5,637+101.4% | $6,400+77.4% |
| Admin fee / account holder | $188 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |