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 | $272,730 | $167,307+63.0% | $143,757+89.7% | $134,475+102.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.54% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,961 | $5,619-29.5% | $4,951-20.0% | $4,740-16.4% |
| Participant deferral / active EE | $15,480 | $6,446+140.2% | $5,637+174.6% | $6,400+141.9% |
| Admin fee / account holder | $177 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |