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 | $406,395 | $99,919+306.7% | - | $158,922+155.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 13.15% | 35.31%-22.2pp | - | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | - | $5,982-100.0% |
| Admin fee / account holder | $0 | $2,820-100.0% | - | $11,246-100.0% |