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 | $322,270 | $99,032+225.4% | $80,019+302.7% | $135,375+138.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 4.20% | 15.39%-11.2pp | 11.22%-7.0pp | 519.73%-515.5pp |
| Employer contribution / active EE | $780 | $3,043-74.4% | $2,468-68.4% | $4,779-83.7% |
| Participant deferral / active EE | $780 | $4,282-81.8% | $3,686-78.8% | $5,609-86.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |