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 | $438,021 | $64,707+576.9% | $112,228+290.3% | $68,494+539.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 36.53% | -11.40%+47.9pp | 27.45%+9.1pp | -7.84%+44.4pp |
| Employer contribution / active EE | $5,666 | $2,746+106.3% | $3,635+55.9% | $2,596+118.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $114 | $5,232-97.8% | $6,410-98.2% | $5,403-97.9% |