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 4-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 | $416,875 | $81,460+411.8% | $103,333+303.4% | $80,856+415.6% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 115.55% | 25.55%+90.0pp | 24.88%+90.7pp | 35.59%+80.0pp |
| Employer contribution / active EE | $589 | $3,105-81.0% | $3,868-84.8% | $2,755-78.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $281 | $6,566-95.7% | $8,355-96.6% | $6,918-95.9% |