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 | $394,684 | $167,484+135.7% | $151,611+160.3% | $134,475+193.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.55% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $19,015 | $6,829+178.4% | $6,166+208.4% | $4,740+301.2% |
| Participant deferral / active EE | $17,298 | $8,986+92.5% | $8,363+106.8% | $6,400+170.3% |
| Admin fee / account holder | $6 | $13,783-100.0% | $11,616-99.9% | $11,426-99.9% |