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 | $633,970 | $122,584+417.2% | $101,794+522.8% | - |
| Participation rate | 0.0% | 55.7%-55.7pp | 69.2%-69.2pp | - |
| Annual return | 12.37% | 12.44%-0.1pp | 30.53%-18.2pp | - |
| Employer contribution / active EE | $0 | $779-100.0% | $2,289-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,084-100.0% | - |
| Admin fee / account holder | $0 | $4,622-100.0% | $8,777-100.0% | - |