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 | $304,089 | $525,611-42.1% | $108,671+179.8% | $525,611-42.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 83.6%+16.4pp | 87.0%+13.0pp |
| Annual return | 4.84% | 8.71%-3.9pp | 4.39%+0.4pp | 8.71%-3.9pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $4,751-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $4,166-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $336-100.0% | $41,812-100.0% |