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 | $326,591 | $142,344+129.4% | $119,609+173.0% | $134,475+142.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.49% | -12.44%+1.9pp | -14.97%+4.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $26,574 | $5,222+408.9% | $4,232+527.9% | $4,740+460.7% |
| Participant deferral / active EE | $5,355 | $6,469-17.2% | $5,602-4.4% | $6,400-16.3% |
| Admin fee / account holder | $4 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |