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 | $269,669 | $179,726+50.0% | $156,263+72.6% | $142,382+89.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 12.92% | 77.86%-64.9pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,559 | $5,069-69.3% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $1,854 | $6,956-73.3% | $6,158-69.9% | $6,507-71.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |