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 | $273,724 | $140,588+94.7% | $123,104+122.4% | $125,391+118.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.44% | 16.80%-16.4pp | 13.22%-12.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,519 | $6,041-74.9% | $5,151-70.5% | $4,866-68.8% |
| Participant deferral / active EE | $11,218 | $6,980+60.7% | $6,230+80.1% | $5,352+109.6% |
| Admin fee / account holder | $150 | $11,198-98.7% | $9,015-98.3% | $9,540-98.4% |