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 | $266,647 | $103,376+157.9% | $87,100+206.1% | $152,861+74.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 27.69% | 28.10%-0.4pp | 28.19%-0.5pp | 345.32%-317.6pp |
| Employer contribution / active EE | $927 | $3,220-71.2% | $2,521-63.3% | $4,762-80.5% |
| Participant deferral / active EE | $1,112 | $4,778-76.7% | $4,049-72.5% | $5,850-81.0% |
| Admin fee / account holder | $4 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |