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 6-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 | $478,832 | $168,082+184.9% | $150,045+219.1% | - |
| Participation rate | 0.0% | 71.4%-71.4pp | 82.3%-82.3pp | - |
| Annual return | 15.21% | 24.81%-9.6pp | 62.55%-47.3pp | - |
| Employer contribution / active EE | $0 | $3,603-100.0% | $4,693-100.0% | - |
| Participant deferral / active EE | $0 | $7,053-100.0% | $7,997-100.0% | - |
| Admin fee / account holder | $0 | $7,866-100.0% | $13,435-100.0% | - |