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 | $2,979,164 | $175,202+1600.4% | $149,673+1890.4% | $139,434+2036.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 166.71%-151.7pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $807 | $5,474-85.3% | $4,818-83.2% | $4,751-83.0% |
| Participant deferral / active EE | $3,300 | $6,519-49.4% | $5,680-41.9% | $6,710-50.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |