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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,274,501 | $1,964,387+15.8% | $1,964,387+15.8% | $254,510+793.7% |
| Participation rate | 100.0% | 50.0%+50.0pp | 14.3%+85.7pp | 43.0%+57.0pp |
| Annual return | 16.61% | 47040.52%-47023.9pp | 21681.50%-21664.9pp | 259.13%-242.5pp |
| Employer contribution / active EE | $0 | $140,951-100.0% | $87,430-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $0 | $70-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,693-100.0% | $3,693-100.0% | $21,546-100.0% |