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 | $315,855 | $73,515+329.6% | $62,995+401.4% | $147,584+114.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.44% | 175.43%-154.0pp | 87.57%-66.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,124 | $3,320-36.0% | $2,759-23.0% | $4,876-56.5% |
| Participant deferral / active EE | $650 | $4,185-84.5% | $3,329-80.5% | $5,439-88.0% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |