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 | $590,798 | $209,832+181.6% | $189,513+211.7% | $167,490+252.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.59% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,124 | $6,914-69.3% | $6,162-65.5% | $4,837-56.1% |
| Participant deferral / active EE | $2,816 | $8,935-68.5% | $8,221-65.7% | $6,341-55.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |