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 9-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 | $286,419 | $78,988+262.6% | - | $273,961+4.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 4.24% | 18.48%-14.2pp | - | 41.45%-37.2pp |
| Employer contribution / active EE | $12,500 | $4,066+207.4% | - | $4,869+156.7% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $0 | $13,270-100.0% | - | $10,132-100.0% |