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 | $279,215 | $97,757+185.6% | $83,848+233.0% | $135,375+106.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.20% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,881 | $4,222+15.6% | $3,631+34.4% | $4,779+2.1% |
| Participant deferral / active EE | $8,382 | $4,682+79.0% | $4,082+105.4% | $5,609+49.5% |
| Admin fee / account holder | $97 | $6,674-98.6% | $5,478-98.2% | $10,827-99.1% |