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 7-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 | $446,583 | $405,731+10.1% | $497,499-10.2% | $405,731+10.1% |
| Participation rate | 100.0% | 91.9%+8.1pp | 76.7%+23.3pp | 91.9%+8.1pp |
| Annual return | 0.79% | 4.30%-3.5pp | 95.41%-94.6pp | 4.30%-3.5pp |
| Employer contribution / active EE | $105,000 | $26,636+294.2% | $41,136+155.3% | $26,636+294.2% |
| Participant deferral / active EE | $20,254 | $5,788+249.9% | $4,925+311.2% | $5,788+249.9% |
| Admin fee / account holder | $0 | $12,997-100.0% | $389-100.0% | $12,997-100.0% |