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 | $574,076 | $133,958+328.6% | $112,228+411.5% | $134,475+326.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -1.09% | 47.11%-48.2pp | 27.45%-28.5pp | 417.96%-419.1pp |
| Employer contribution / active EE | $6,150 | $4,038+52.3% | $3,635+69.2% | $4,740+29.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $33 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |