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 | $309,418 | $167,307+84.9% | $143,757+115.2% | $134,475+130.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.09% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,009 | $5,619+78.1% | $4,951+102.2% | $4,740+111.2% |
| Participant deferral / active EE | $9,233 | $6,446+43.2% | $5,637+63.8% | $6,400+44.3% |
| Admin fee / account holder | $279 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |