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 | $321,640 | $140,588+128.8% | $123,104+161.3% | $125,391+156.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $20,892 | $6,041+245.8% | $5,151+305.6% | $4,866+329.4% |
| Participant deferral / active EE | $7,454 | $6,980+6.8% | $6,230+19.7% | $5,352+39.3% |
| Admin fee / account holder | $1 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |