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 | $566,688 | $117,841+380.9% | $102,423+453.3% | $145,922+288.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 45.55% | 31.65%+13.9pp | 29.32%+16.2pp | 561.29%-515.7pp |
| Employer contribution / active EE | $15,288 | $3,615+322.9% | $3,023+405.7% | $4,660+228.1% |
| Participant deferral / active EE | $300 | $5,731-94.8% | $5,053-94.1% | $6,688-95.5% |
| Admin fee / account holder | $201 | $13,326-98.5% | $9,451-97.9% | $13,397-98.5% |