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 | $292,439 | $175,202+66.9% | $149,673+95.4% | $139,434+109.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.80% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,496 | $5,474+0.4% | $4,818+14.1% | $4,751+15.7% |
| Participant deferral / active EE | $390 | $6,519-94.0% | $5,680-93.1% | $6,710-94.2% |
| Admin fee / account holder | $79 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |