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 | $379,668 | $167,307+126.9% | $143,757+164.1% | $134,475+182.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.16% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $8,550 | $5,619+52.2% | $4,951+72.7% | $4,740+80.4% |
| Participant deferral / active EE | $3,611 | $6,446-44.0% | $5,637-35.9% | $6,400-43.6% |
| Admin fee / account holder | $287 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |