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 | $309,672 | $138,065+124.3% | $123,544+150.7% | $135,375+128.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.76% | 153.68%-156.4pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,929 | $5,151-43.1% | $4,628-36.7% | $4,779-38.7% |
| Participant deferral / active EE | $10,856 | $6,799+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $38 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |