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 | $382,956 | $127,100+201.3% | $105,738+262.2% | $135,375+182.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -4.60% | 4.49%-9.1pp | 6.27%-10.9pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,077 | $4,107-25.1% | $3,268-5.8% | $4,779-35.6% |
| Participant deferral / active EE | $14,040 | $5,064+177.2% | $4,080+244.1% | $5,609+150.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |