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 | $289,248 | $179,726+60.9% | $156,263+85.1% | $142,382+103.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.46% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,439 | $5,069-32.2% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $1,026 | $6,956-85.3% | $6,158-83.3% | $6,507-84.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |