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 | $288,267 | $167,484+72.1% | $151,611+90.1% | $134,475+114.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.47% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $45,222 | $6,829+562.2% | $6,166+633.4% | $4,740+854.1% |
| Participant deferral / active EE | $59,287 | $8,986+559.8% | $8,363+608.9% | $6,400+826.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |