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.
Participant 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 | $362,266 | $167,307+116.5% | $143,757+152.0% | $134,475+169.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.90% | 0.46%-5.4pp | -0.04%-4.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $10,344 | $5,619+84.1% | $4,951+108.9% | $4,740+118.2% |
| Participant deferral / active EE | $440 | $6,446-93.2% | $5,637-92.2% | $6,400-93.1% |
| Admin fee / account holder | $3 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |