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 | $286,161 | $167,307+71.0% | $143,757+99.1% | $134,475+112.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.44% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $31,197 | $5,619+455.2% | $4,951+530.1% | $4,740+558.2% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $88 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |