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 | $491,057 | $162,322+202.5% | $135,903+261.3% | - |
| Participation rate | 0.0% | 71.5%-71.5pp | 81.9%-81.9pp | - |
| Annual return | 26.44% | 15.15%+11.3pp | 68.23%-41.8pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,758-100.0% | - |
| Admin fee / account holder | -$8,825 | $23,877-137.0% | $10,762-182.0% | - |