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 9-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 | $339,395 | $100,754+236.9% | $86,677+291.6% | $134,475+152.4% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.06% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,932 | $3,489+12.7% | $2,836+38.6% | $4,740-17.0% |
| Participant deferral / active EE | $11,157 | $5,338+109.0% | $4,656+139.6% | $6,400+74.3% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.9% |