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 | $251,899 | $138,044+82.5% | $125,339+101.0% | $134,475+87.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,108 | $5,243-59.8% | $4,814-56.2% | $4,740-55.5% |
| Participant deferral / active EE | $11,875 | $7,799+52.3% | $7,446+59.5% | $6,400+85.6% |
| Admin fee / account holder | $188 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |