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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,961 | $198,466+49.6% | $170,442+74.2% | $147,584+101.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 15.86% | 257.29%-241.4pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,113 | $6,184-82.0% | $5,433-79.5% | $4,876-77.2% |
| Participant deferral / active EE | $3,745 | $5,629-33.5% | $4,939-24.2% | $5,439-31.1% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |