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 | $284,820 | $69,518+309.7% | $59,878+375.7% | $135,375+110.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.24% | 7.94%-15.2pp | 3.46%-10.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,496 | $3,235+69.9% | $2,722+101.9% | $4,779+15.0% |
| Participant deferral / active EE | $7,228 | $4,206+71.9% | $3,402+112.5% | $5,609+28.9% |
| Admin fee / account holder | $25 | $5,734-99.6% | $3,590-99.3% | $10,827-99.8% |