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 | $278,921 | $75,935+267.3% | $60,547+360.7% | $125,391+122.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 8.51% | -5.38%+13.9pp | 335.64%-327.1pp | 282.22%-273.7pp |
| Employer contribution / active EE | $13,283 | $3,438+286.3% | $2,419+449.0% | $4,866+173.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $44 | $6,768-99.3% | $4,536-99.0% | $9,540-99.5% |