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 | $384,736 | $68,346+462.9% | $94,646+306.5% | $75,163+411.9% |
| Participation rate | 70.3% | 76.1%-5.8pp | 80.8%-10.6pp | 67.2%+3.1pp |
| Annual return | 24.79% | 616.93%-592.1pp | 156.71%-131.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $4 | $2,701-99.8% | $3,672-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $11,716 | $6,537+79.2% | $7,418+57.9% | $4,125+184.0% |
| Admin fee / account holder | $141 | $5,326-97.4% | $7,231-98.1% | $5,651-97.5% |