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 | $268,398 | $73,867+263.4% | $143,757+86.7% | $68,494+291.9% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -12.54% | 1.01%-13.6pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $26,269 | $3,184+725.0% | $4,951+430.6% | $2,596+911.8% |
| Participant deferral / active EE | $11,352 | $3,384+235.4% | $5,637+101.4% | $4,027+181.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |