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 | $272,745 | $127,386+114.1% | $115,037+137.1% | $125,391+117.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,390 | $5,166-53.7% | $4,608-48.1% | $4,866-50.9% |
| Participant deferral / active EE | $2,949 | $6,423-54.1% | $6,026-51.1% | $5,352-44.9% |
| Admin fee / account holder | $15 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |