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 | $412,721 | $211,958+94.7% | $169,463+143.5% | $135,375+204.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.02% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,994 | $5,120-2.5% | $4,159+20.1% | $4,779+4.5% |
| Participant deferral / active EE | $28,523 | $6,075+369.5% | $5,277+440.5% | $5,609+408.5% |
| Admin fee / account holder | $45 | $11,471-99.6% | $9,109-99.5% | $10,827-99.6% |