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 | $256,667 | $106,543+140.9% | $91,220+181.4% | $134,475+90.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.05% | 160.60%-173.7pp | 114.01%-127.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $5,440 | $3,331+63.3% | $2,850+90.9% | $4,740+14.8% |
| Participant deferral / active EE | $14,054 | $4,719+197.8% | $4,234+232.0% | $6,400+119.6% |
| Admin fee / account holder | $15 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |