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.
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 | $557,873 | $74,927+644.6% | $101,794+448.0% | $84,808+557.8% |
| Participation rate | 97.2% | 61.4%+35.8pp | 69.2%+28.0pp | 68.3%+28.9pp |
| Annual return | 33.58% | 18.70%+14.9pp | 30.53%+3.1pp | 40.90%-7.3pp |
| Employer contribution / active EE | $167 | $1,522-89.0% | $2,289-92.7% | $2,631-93.7% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |