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 | $294,898 | $167,484+76.1% | $151,611+94.5% | $134,475+119.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.98% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,097 | $6,829-83.9% | $6,166-82.2% | $4,740-76.9% |
| Participant deferral / active EE | $17,300 | $8,986+92.5% | $8,363+106.9% | $6,400+170.3% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |