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 | $367,757 | $350,135+5.0% | $129,129+184.8% | $350,135+5.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 80.0%+20.0pp | 79.0%+21.0pp |
| Annual return | 11.51% | 11.86%-0.4pp | 10.33%+1.2pp | 11.86%-0.4pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $2,123-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $5,857-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $3,024-100.0% | $23,717-100.0% |