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 | $283,109 | $150,440+88.2% | $136,294+107.7% | $147,584+91.8% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 17.28% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,571 | $6,630+89.6% | $6,247+101.2% | $5,439+131.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |