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 | $483,106 | $190,805+153.2% | $159,960+202.0% | $134,475+259.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 9.63% | 552.23%-542.6pp | 408.60%-399.0pp | 417.96%-408.3pp |
| Employer contribution / active EE | $120 | $4,995-97.6% | $4,226-97.2% | $4,740-97.5% |
| Participant deferral / active EE | $2,547 | $6,923-63.2% | $6,182-58.8% | $6,400-60.2% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |