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 | $681,176 | $198,466+243.2% | $170,442+299.7% | $147,584+361.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.10% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $46,250 | $6,184+647.9% | $5,433+751.3% | $4,876+848.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |