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 | $286,600 | $209,832+36.6% | $189,513+51.2% | $167,490+71.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.42% | 748.27%-736.9pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $5,833 | $6,914-15.6% | $6,162-5.3% | $4,837+20.6% |
| Participant deferral / active EE | $1,600 | $8,935-82.1% | $8,221-80.5% | $6,341-74.8% |
| Admin fee / account holder | $12 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |