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 | $264,192 | $167,307+57.9% | $143,757+83.8% | $134,475+96.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.02% | 0.46%-10.5pp | -0.04%-10.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $7,505 | $5,619+33.6% | $4,951+51.6% | $4,740+58.3% |
| Participant deferral / active EE | $7,386 | $6,446+14.6% | $5,637+31.0% | $6,400+15.4% |
| Admin fee / account holder | $50 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |