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 | $747,665 | $175,202+326.7% | $149,673+399.5% | $139,434+436.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.17% | 166.71%-154.5pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $458 | $5,474-91.6% | $4,818-90.5% | $4,751-90.4% |
| Participant deferral / active EE | $4,875 | $6,519-25.2% | $5,680-14.2% | $6,710-27.3% |
| Admin fee / account holder | $173 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |