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 3-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 | $295,334 | $81,709+261.4% | $112,229+163.2% | - |
| Participation rate | 0.0% | 45.5%-45.5pp | 72.4%-72.4pp | - |
| Annual return | 16.93% | 6.32%+10.6pp | 30.20%-13.3pp | - |
| Employer contribution / active EE | $0 | $1,703-100.0% | $3,430-100.0% | - |
| Participant deferral / active EE | $0 | $2,305-100.0% | $4,798-100.0% | - |
| Admin fee / account holder | $0 | $7,785-100.0% | $7,748-100.0% | - |