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 8-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 | $297,378 | $159,602+86.3% | $150,045+98.2% | $142,382+108.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 177.57% | 70.24%+107.3pp | 62.55%+115.0pp | 217.08%-39.5pp |
| Employer contribution / active EE | $7,367 | $4,961+48.5% | $4,693+57.0% | $4,299+71.4% |
| Participant deferral / active EE | $1,038 | $8,310-87.5% | $7,997-87.0% | $6,507-84.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |