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 | $548,468 | $498,888+9.9% | $565,078-2.9% | $498,888+9.9% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | 15.15% | 8.46%+6.7pp | 4.03%+11.1pp | 8.46%+6.7pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $41,595-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $26,750 | $11,296+136.8% | $15,545+72.1% | $11,296+136.8% |
| Admin fee / account holder | $0 | $67,015-100.0% | $297,465-100.0% | $67,015-100.0% |