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 4-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 | $1,156,224 | $201,272+474.5% | $184,203+527.7% | $145,922+692.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.19% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $235 | $7,022-96.7% | $6,427-96.3% | $4,660-95.0% |
| Participant deferral / active EE | $54,500 | $9,806+455.8% | $9,131+496.8% | $6,688+714.9% |
| Admin fee / account holder | $178 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |