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 | $379,540 | $209,374+81.3% | $204,484+85.6% | $478,521-20.7% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | 6.17% | 0.62%+5.6pp | 1.17%+5.0pp | 101.52%-95.3pp |
| Employer contribution / active EE | $10,159 | $3,026+235.7% | $3,236+213.9% | $22,406-54.7% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,578-100.0% |