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 | $343,798 | $117,841+191.7% | $102,423+235.7% | $145,922+135.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 15.05% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $858 | $3,615-76.3% | $3,023-71.6% | $4,660-81.6% |
| Participant deferral / active EE | $4,767 | $5,731-16.8% | $5,053-5.7% | $6,688-28.7% |
| Admin fee / account holder | $80 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |