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.
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 | $314,819 | $197,591+59.3% | $177,821+77.0% | $158,922+98.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.44% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,360 | $6,697-79.7% | $5,918-77.0% | $4,761-71.4% |
| Participant deferral / active EE | $18,200 | $8,405+116.5% | $7,714+135.9% | $5,982+204.2% |
| Admin fee / account holder | $140 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |