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 | $305,051 | $167,307+82.3% | $143,757+112.2% | $134,475+126.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.18% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $33,908 | $5,619+503.4% | $4,951+584.9% | $4,740+615.4% |
| Participant deferral / active EE | $1,237 | $6,446-80.8% | $5,637-78.1% | $6,400-80.7% |
| Admin fee / account holder | $226 | $18,088-98.7% | $14,673-98.5% | $11,426-98.0% |