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 | $320,943 | $183,963+74.5% | $162,163+97.9% | $152,861+110.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.50% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $776 | $6,371-87.8% | $5,614-86.2% | $4,762-83.7% |
| Participant deferral / active EE | $5,937 | $8,034-26.1% | $7,298-18.7% | $5,850+1.5% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |