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 9-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 | $322,859 | $167,484+92.8% | $151,611+113.0% | $134,475+140.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.08% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,761 | $6,829-30.3% | $6,166-22.8% | $4,740+0.5% |
| Participant deferral / active EE | $19,917 | $8,986+121.6% | $8,363+138.1% | $6,400+211.2% |
| Admin fee / account holder | $226 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |