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 | $323,270 | $127,386+153.8% | $115,037+181.0% | $125,391+157.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 31.28%-31.8pp | 26.14%-26.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $9,319 | $5,166+80.4% | $4,608+102.2% | $4,866+91.5% |
| Participant deferral / active EE | $5,998 | $6,423-6.6% | $6,026-0.5% | $5,352+12.1% |
| Admin fee / account holder | $92 | $9,516-99.0% | $8,175-98.9% | $9,540-99.0% |