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 | $288,552 | $99,159+191.0% | - | $167,490+72.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 12.93% | 15.94%-3.0pp | - | 478.56%-465.6pp |
| Employer contribution / active EE | $0 | $3,061-100.0% | - | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,624-100.0% | - | $6,341-100.0% |
| Admin fee / account holder | $54 | $3,125-98.3% | - | $12,309-99.6% |