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 3-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 | $454,147 | $154,117+194.7% | $129,995+249.4% | $139,434+225.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $608 | $5,289-88.5% | $4,320-85.9% | $4,751-87.2% |
| Participant deferral / active EE | $5,393 | $6,710-19.6% | $5,820-7.3% | $6,710-19.6% |
| Admin fee / account holder | $2 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |