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 | $302,359 | $167,307+80.7% | $143,757+110.3% | $134,475+124.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,802 | $5,619+74.4% | $4,951+98.0% | $4,740+106.8% |
| Participant deferral / active EE | $11,108 | $6,446+72.3% | $5,637+97.1% | $6,400+73.6% |
| Admin fee / account holder | $251 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |