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 | $641,145 | $113,935+462.7% | $94,224+580.4% | $125,391+411.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $17,318 | $4,727+266.4% | $3,587+382.9% | $4,866+255.9% |
| Participant deferral / active EE | $1,300 | $5,179-74.9% | $4,320-69.9% | $5,352-75.7% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |