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 | $386,876 | $149,734+158.4% | $118,925+225.3% | $158,922+143.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.67% | 19.95%-6.3pp | 35.88%-22.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $13,859 | $4,115+236.8% | $3,263+324.8% | $4,761+191.1% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $25 | $8,603-99.7% | $6,581-99.6% | $11,246-99.8% |