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 | $690,469 | $167,307+312.7% | $143,757+380.3% | $134,475+413.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.59% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,430 | $5,619-21.2% | $4,951-10.5% | $4,740-6.5% |
| Participant deferral / active EE | $4,409 | $6,446-31.6% | $5,637-21.8% | $6,400-31.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |