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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $621,120 | $546,882+13.6% | $546,882+13.6% | $484,799+28.1% |
| Participation rate | 100.0% | 91.1%+8.9pp | 91.1%+8.9pp | 91.1%+8.9pp |
| Annual return | 3.44% | 7.64%-4.2pp | 5.92%-2.5pp | 5.95%-2.5pp |
| Employer contribution / active EE | $54,000 | $45,372+19.0% | $45,372+19.0% | $27,493+96.4% |
| Participant deferral / active EE | $14,000 | $4,560+207.0% | $4,560+207.0% | $6,572+113.0% |
| Admin fee / account holder | $0 | $5,873-100.0% | $5,873-100.0% | $18,209-100.0% |