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 | $348,277 | $211,958+64.3% | $169,463+105.5% | $135,375+157.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.03% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $14,113 | $5,120+175.7% | $4,159+239.3% | $4,779+195.3% |
| Participant deferral / active EE | $14,167 | $6,075+133.2% | $5,277+168.5% | $5,609+152.6% |
| Admin fee / account holder | $7 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |