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 | $279,143 | $176,812+57.9% | $146,665+90.3% | $167,490+66.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.69% | 24.03%-11.3pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $839 | $5,160-83.7% | $4,136-79.7% | $4,837-82.7% |
| Participant deferral / active EE | $4,908 | $6,440-23.8% | $5,506-10.9% | $6,341-22.6% |
| Admin fee / account holder | $84 | $13,259-99.4% | $10,280-99.2% | $12,309-99.3% |