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 | $363,345 | $104,486+247.7% | $76,817+373.0% | $152,861+137.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 12.53% | 1013.37%-1000.8pp | 1166.11%-1153.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $312 | $3,116-90.0% | $2,302-86.4% | $4,762-93.4% |
| Participant deferral / active EE | $520 | $4,236-87.7% | $3,336-84.4% | $5,850-91.1% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |