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 | $419,243 | $185,822+125.6% | $169,993+146.6% | $139,434+200.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.71% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $17,942 | $11,622+54.4% | $10,408+72.4% | $6,710+167.4% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |