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 | $508,018 | $167,307+203.6% | $143,757+253.4% | $134,475+277.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -9.28% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $4,059 | $5,619-27.8% | $4,951-18.0% | $4,740-14.4% |
| Participant deferral / active EE | $7,131 | $6,446+10.6% | $5,637+26.5% | $6,400+11.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |