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 | $520,775 | $127,777+307.6% | $106,548+388.8% | $167,490+210.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 34.36% | 33.87%+0.5pp | 26.80%+7.6pp | 478.56%-444.2pp |
| Employer contribution / active EE | $1,350 | $3,427-60.6% | $2,819-52.1% | $4,837-72.1% |
| Participant deferral / active EE | $1,350 | $5,087-73.5% | $4,398-69.3% | $6,341-78.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |