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 | $267,755 | $167,484+59.9% | $151,611+76.6% | $134,475+99.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.10% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,926 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $7,217 | $8,986-19.7% | $8,363-13.7% | $6,400+12.8% |
| Admin fee / account holder | $37 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |