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 | $252,372 | $157,256+60.5% | $141,162+78.8% | $152,861+65.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 33.87% | 64.32%-30.4pp | 71.39%-37.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $610 | $5,261-88.4% | $4,735-87.1% | $4,762-87.2% |
| Participant deferral / active EE | $3,365 | $7,109-52.7% | $6,709-49.8% | $5,850-42.5% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |