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 | $502,826 | $148,534+238.5% | $135,903+270.0% | $139,434+260.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 19.08% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $438 | $5,243-91.6% | $4,856-91.0% | $4,751-90.8% |
| Participant deferral / active EE | $21,750 | $8,100+168.5% | $7,758+180.4% | $6,710+224.1% |
| Admin fee / account holder | $184 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |