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 | $661,862 | $142,344+365.0% | $119,609+453.4% | $134,475+392.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.97% | -12.44%+3.5pp | -14.97%+6.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $22,305 | $5,222+327.1% | $4,232+427.1% | $4,740+370.6% |
| Participant deferral / active EE | $16,009 | $6,469+147.5% | $5,602+185.8% | $6,400+150.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |