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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $697,698-100.0% | $621,730-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 90.7%-90.7pp | 90.8%-90.8pp | 85.6%-85.6pp |
| Annual return | 18.98% | 10.63%+8.4pp | 10.76%+8.2pp | 396.79%-377.8pp |
| Employer contribution / active EE | $1,606 | $10,590-84.8% | $9,871-83.7% | $7,508-78.6% |
| Participant deferral / active EE | $5,432 | $7,203-24.6% | $6,979-22.2% | $5,521-1.6% |
| Admin fee / account holder | $0 | $75,391-100.0% | $66,065-100.0% | $28,387-100.0% |