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 | $473,734 | $180,449+162.5% | $154,107+207.4% | $135,375+249.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -6.12% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $906 | $6,035-85.0% | $5,298-82.9% | $4,779-81.0% |
| Participant deferral / active EE | $7,387 | $5,806+27.2% | $5,081+45.4% | $5,609+31.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |