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 8-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 | $272,246 | $433,437-37.2% | $415,992-34.6% | $478,521-43.1% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | 1.88% | -3.67%+5.5pp | -4.46%+6.3pp | 101.52%-99.6pp |
| Employer contribution / active EE | $10,000 | $19,293-48.2% | $19,238-48.0% | $22,406-55.4% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,578-100.0% |