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 | $295,655 | $77,813+280.0% | $123,544+139.3% | $64,186+360.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $13,670 | $3,014+353.6% | $4,628+195.4% | $2,381+474.2% |
| Participant deferral / active EE | $11,202 | $5,240+113.8% | $6,426+74.3% | $3,470+222.9% |
| Admin fee / account holder | $6 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |