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 5-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 | $401,331 | $167,484+139.6% | $151,611+164.7% | $134,475+198.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.10% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,785 | $6,829-59.2% | $6,166-54.8% | $4,740-41.2% |
| Participant deferral / active EE | $12,117 | $8,986+34.8% | $8,363+44.9% | $6,400+89.3% |
| Admin fee / account holder | $214 | $13,783-98.4% | $11,616-98.2% | $11,426-98.1% |