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 | $256,379 | $111,754+129.4% | $103,333+148.1% | $145,922+75.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.08% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,670 | $4,212-36.6% | $3,868-31.0% | $4,660-42.7% |
| Participant deferral / active EE | $4,736 | $5,619-15.7% | $5,057-6.3% | $6,688-29.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |