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 3-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 | $469,397 | $167,484+180.3% | $151,611+209.6% | $134,475+249.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.42% | 7.80%-11.2pp | 3.33%-6.8pp | 417.96%-421.4pp |
| Employer contribution / active EE | $4,129 | $6,829-39.5% | $6,166-33.0% | $4,740-12.9% |
| Participant deferral / active EE | $13,864 | $8,986+54.3% | $8,363+65.8% | $6,400+116.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |