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 | $263,725 | $185,822+41.9% | $169,993+55.1% | $139,434+89.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.53% | 60.50%-47.0pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $16,900 | $7,590+122.7% | $6,785+149.1% | $4,751+255.7% |
| Participant deferral / active EE | $500 | $11,622-95.7% | $10,408-95.2% | $6,710-92.5% |
| Admin fee / account holder | $78 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |