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 | $282,256 | $93,024+203.4% | $77,024+266.5% | $134,475+109.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.86% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,790 | $3,418+10.9% | $2,812+34.8% | $4,740-20.0% |
| Participant deferral / active EE | $16,945 | $5,238+223.5% | $4,426+282.8% | $6,400+164.8% |
| Admin fee / account holder | $184 | $6,944-97.4% | $5,425-96.6% | $11,426-98.4% |