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.
Employer 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 | $268,137 | $63,819+320.2% | $57,736+364.4% | $139,434+92.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 27.50%-9.3pp | 43.59%-25.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $2,754-100.0% | $2,452-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $44,000 | $5,353+721.9% | $4,672+841.7% | $6,710+555.7% |
| Admin fee / account holder | $0 | $1,300-100.0% | $1,502-100.0% | $11,403-100.0% |