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 | $324,809 | $175,202+85.4% | $149,673+117.0% | $139,434+132.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 12.77% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $750 | $5,474-86.3% | $4,818-84.4% | $4,751-84.2% |
| Participant deferral / active EE | $2,011 | $6,519-69.2% | $5,680-64.6% | $6,710-70.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |