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 | $406,025 | $167,307+142.7% | $143,757+182.4% | $134,475+201.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -10.01% | 0.46%-10.5pp | -0.04%-10.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $3,180 | $5,619-43.4% | $4,951-35.8% | $4,740-32.9% |
| Participant deferral / active EE | $5,912 | $6,446-8.3% | $5,637+4.9% | $6,400-7.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |