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 | $367,823 | $167,484+119.6% | $151,611+142.6% | $134,475+173.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.69% | 7.80%-14.5pp | 3.33%-10.0pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,142 | $6,829-68.6% | $6,166-65.3% | $4,740-54.8% |
| Participant deferral / active EE | $9,858 | $8,986+9.7% | $8,363+17.9% | $6,400+54.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |