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 | $319,168 | $133,958+138.3% | $112,228+184.4% | $134,475+137.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.90% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $28,644 | $4,038+609.4% | $3,635+688.1% | $4,740+504.4% |
| Participant deferral / active EE | $23,389 | $5,291+342.1% | $4,728+394.7% | $6,400+265.5% |
| Admin fee / account holder | $84 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |