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 | $385,556 | $73,867+422.0% | $143,757+168.2% | $68,494+462.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.67% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $22,525 | $3,184+607.4% | $4,951+355.0% | $2,596+767.6% |
| Participant deferral / active EE | $14,911 | $3,384+340.6% | $5,637+164.5% | $4,027+270.3% |
| Admin fee / account holder | $276 | $5,755-95.2% | $14,673-98.1% | $5,403-94.9% |