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 | $708,743 | $202,318+250.3% | $172,739+310.3% | $152,861+363.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.83% | 1029.65%-1011.8pp | 802.84%-785.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $14,000 | $5,856+139.1% | $5,143+172.2% | $4,762+194.0% |
| Participant deferral / active EE | $1,500 | $5,948-74.8% | $5,198-71.1% | $5,850-74.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |