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 | $279,258 | $127,065+119.8% | $113,168+146.8% | $142,382+96.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.79% | 24.03%-4.2pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $10,000 | $3,442+190.5% | $2,975+236.1% | $4,299+132.6% |
| Participant deferral / active EE | $550 | $5,716-90.4% | $5,107-89.2% | $6,507-91.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |