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 | $957,726 | $85,298+1022.8% | $90,160+962.3% | - |
| Participation rate | 0.0% | 70.9%-70.9pp | 76.9%-76.9pp | - |
| Annual return | 3.71% | 7.88%-4.2pp | 34.88%-31.2pp | - |
| Employer contribution / active EE | $0 | $1,460-100.0% | $3,318-100.0% | - |
| Participant deferral / active EE | $0 | $4,522-100.0% | $5,288-100.0% | - |
| Admin fee / account holder | $0 | $1,320-100.0% | $5,943-100.0% | - |