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 | $297,594 | $131,829+125.7% | $108,579+174.1% | $273,961+8.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.06% | -91.57%+100.6pp | -51.70%+60.8pp | 41.45%-32.4pp |
| Employer contribution / active EE | $9,053 | $4,912+84.3% | $3,758+140.9% | $4,869+85.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75 | $10,252-99.3% | $7,645-99.0% | $10,132-99.3% |