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 | $434,665 | $138,044+214.9% | $125,339+246.8% | $134,475+223.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.39% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $299 | $5,243-94.3% | $4,814-93.8% | $4,740-93.7% |
| Participant deferral / active EE | $22,679 | $7,799+190.8% | $7,446+204.6% | $6,400+254.4% |
| Admin fee / account holder | $138 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |