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 9-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 | $2,264,030 | $138,065+1539.8% | $123,544+1732.6% | $135,375+1572.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.07% | 153.68%-147.6pp | 119.20%-113.1pp | 519.73%-513.7pp |
| Employer contribution / active EE | $454 | $5,151-91.2% | $4,628-90.2% | $4,779-90.5% |
| Participant deferral / active EE | $12,000 | $6,799+76.5% | $6,426+86.8% | $5,609+114.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |