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 8-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 | $333,613 | $142,382+134.3% | $614,341-45.7% | $142,382+134.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 100.0%0pp | 80.1%+19.9pp |
| Annual return | 15.07% | 217.08%-202.0pp | 14.56%+0.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $4,299-100.0% | $10,000-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,507-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $0 | $12,624-100.0% | $0 | $12,624-100.0% |