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 | $432,654 | $77,813+456.0% | $123,544+250.2% | $64,186+574.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.79% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $13,622 | $3,014+352.0% | $4,628+194.4% | $2,381+472.2% |
| Participant deferral / active EE | $13,690 | $5,240+161.3% | $6,426+113.1% | $3,470+294.6% |
| Admin fee / account holder | $220 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |