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 | $267,366 | $159,901+67.2% | $146,958+81.9% | $145,922+83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.84% | 98.13%-75.3pp | 418.34%-395.5pp | 561.29%-538.4pp |
| Employer contribution / active EE | $510 | $5,286-90.3% | $4,933-89.7% | $4,660-89.1% |
| Participant deferral / active EE | $10,267 | $8,428+21.8% | $8,070+27.2% | $6,688+53.5% |
| Admin fee / account holder | $133 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |