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 | $1,164,786 | $198,466+486.9% | $170,442+583.4% | $147,584+689.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 23.83% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $13,523 | $6,184+118.7% | $5,433+148.9% | $4,876+177.3% |
| Participant deferral / active EE | -$400 | $5,629-107.1% | $4,939-108.1% | $5,439-107.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |