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 | $321,870 | $93,346+244.8% | $71,796+348.3% | $273,961+17.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 3.15% | 130.39%-127.2pp | 78.04%-74.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $600 | $2,733-78.0% | $1,924-68.8% | $4,869-87.7% |
| Participant deferral / active EE | $600 | $3,475-82.7% | $2,794-78.5% | $5,287-88.7% |
| Admin fee / account holder | $56 | $6,571-99.2% | $4,815-98.8% | $10,132-99.5% |