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 | $361,845 | $167,484+116.0% | $151,611+138.7% | $134,475+169.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.77% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $11,242 | $6,829+64.6% | $6,166+82.3% | $4,740+137.2% |
| Participant deferral / active EE | $15,132 | $8,986+68.4% | $8,363+80.9% | $6,400+136.4% |
| Admin fee / account holder | $4 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |