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 7-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 | $283,026 | $201,272+40.6% | $184,203+53.6% | $145,922+94.0% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.71% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $441 | $7,022-93.7% | $6,427-93.1% | $4,660-90.5% |
| Participant deferral / active EE | $16,670 | $9,806+70.0% | $9,131+82.6% | $6,688+149.3% |
| Admin fee / account holder | $52 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |