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.
Employer 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 | $495,276 | $167,307+196.0% | $143,757+244.5% | $134,475+268.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.67% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $750 | $5,619-86.7% | $4,951-84.9% | $4,740-84.2% |
| Participant deferral / active EE | $4,875 | $6,446-24.4% | $5,637-13.5% | $6,400-23.8% |
| Admin fee / account holder | $264 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |