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 | $297,971 | $167,307+78.1% | $143,757+107.3% | $134,475+121.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.91% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,250 | $5,619-77.8% | $4,951-74.8% | $4,740-73.6% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |