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 | $250,620 | $167,484+49.6% | $151,611+65.3% | $134,475+86.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.19% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,682 | $6,829-2.1% | $6,166+8.4% | $4,740+41.0% |
| Participant deferral / active EE | $5,406 | $8,986-39.8% | $8,363-35.4% | $6,400-15.5% |
| Admin fee / account holder | $236 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |