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 | $339,328 | $87,540+287.6% | $75,781+347.8% | $125,391+170.6% |
| Participation rate | 78.6% | 80.2%-1.6pp | 75.8%+2.8pp | 83.2%-4.6pp |
| Annual return | -1.08% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $4,033 | $3,930+2.6% | $3,323+21.4% | $4,866-17.1% |
| Participant deferral / active EE | $6,183 | $4,229+46.2% | $3,651+69.3% | $5,352+15.5% |
| Admin fee / account holder | $23 | $6,502-99.6% | $5,299-99.6% | $9,540-99.8% |