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.
Participant 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 | $390,526 | $157,256+148.3% | $141,162+176.7% | $152,861+155.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 49.49% | 64.32%-14.8pp | 71.39%-21.9pp | 345.32%-295.8pp |
| Employer contribution / active EE | $15,500 | $5,261+194.6% | $4,735+227.3% | $4,762+225.5% |
| Participant deferral / active EE | $1,000 | $7,109-85.9% | $6,709-85.1% | $5,850-82.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |