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 | $373,973 | $167,484+123.3% | $151,611+146.7% | $134,475+178.1% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -8.07% | 7.80%-15.9pp | 3.33%-11.4pp | 417.96%-426.0pp |
| Employer contribution / active EE | $15,671 | $6,829+129.5% | $6,166+154.2% | $4,740+230.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $172 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |