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 | $553,899 | $167,307+231.1% | $143,757+285.3% | $134,475+311.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.96% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $41,862 | $5,619+645.0% | $4,951+745.5% | $4,740+783.2% |
| Participant deferral / active EE | $27,180 | $6,446+321.7% | $5,637+382.2% | $6,400+324.7% |
| Admin fee / account holder | $203 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |