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 | $329,796 | $546,767-39.7% | $165,764+99.0% | $546,767-39.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 60.0%+40.0pp | 83.5%+16.5pp |
| Annual return | 8.45% | 10.35%-1.9pp | 11.19%-2.7pp | 10.35%-1.9pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $7,317-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $4,743-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $33,661-100.0% | $48,677-100.0% |