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 | $269,370 | $142,344+89.2% | $119,609+125.2% | $134,475+100.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,705 | $5,222-9.9% | $4,232+11.2% | $4,740-0.7% |
| Participant deferral / active EE | $16,745 | $6,469+158.8% | $5,602+198.9% | $6,400+161.6% |
| Admin fee / account holder | $225 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |