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 | $322,367 | $165,335+95.0% | $149,696+115.3% | $158,922+102.8% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 19.63% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,374 | $7,181+44.5% | $6,842+51.6% | $5,982+73.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |