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 | $279,338 | $86,699+222.2% | $73,307+281.1% | $125,391+122.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.90% | 2.78%-1.9pp | 5.67%-4.8pp | 282.22%-281.3pp |
| Employer contribution / active EE | $10,838 | $4,152+161.0% | $3,237+234.8% | $4,866+122.7% |
| Participant deferral / active EE | $4,080 | $5,550-26.5% | $4,991-18.3% | $5,352-23.8% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |