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 6-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 | $326,668 | $167,307+95.3% | $143,757+127.2% | $134,475+142.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.49% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,193 | $5,619-43.2% | $4,951-35.5% | $4,740-32.6% |
| Participant deferral / active EE | $13,976 | $6,446+116.8% | $5,637+147.9% | $6,400+118.4% |
| Admin fee / account holder | $31 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |