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 | $411,470 | $350,135+17.5% | $120,293+242.1% | $350,135+17.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 83.3%+16.7pp | 79.0%+21.0pp |
| Annual return | 10.36% | 11.86%-1.5pp | 40.97%-30.6pp | 11.86%-1.5pp |
| Employer contribution / active EE | $13,333 | $12,925+3.2% | $3,911+240.9% | $12,925+3.2% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,180-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $1,724-100.0% | $23,717-100.0% |