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 | $252,875 | $168,632+50.0% | $147,614+71.3% | $125,391+101.7% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -0.23% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $794 | $6,252-87.3% | $5,564-85.7% | $4,866-83.7% |
| Participant deferral / active EE | $4,236 | $5,507-23.1% | $4,895-13.5% | $5,352-20.8% |
| Admin fee / account holder | $230 | $13,580-98.3% | $11,611-98.0% | $9,540-97.6% |