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 | $334,786 | $99,032+238.1% | $80,019+318.4% | $135,375+147.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.25% | 15.39%-18.6pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $13,751 | $3,043+351.8% | $2,468+457.2% | $4,779+187.8% |
| Participant deferral / active EE | $9,380 | $4,282+119.1% | $3,686+154.5% | $5,609+67.2% |
| Admin fee / account holder | $128 | $10,436-98.8% | $6,521-98.0% | $10,827-98.8% |