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 8-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 | $261,032 | $167,484+55.9% | $151,611+72.2% | $134,475+94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.87% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,067 | $6,829+3.5% | $6,166+14.6% | $4,740+49.1% |
| Participant deferral / active EE | $16,156 | $8,986+79.8% | $8,363+93.2% | $6,400+152.4% |
| Admin fee / account holder | $39 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |