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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $483,246-100.0% | $50,647-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 86.9%-86.9pp | 93.7%-93.7pp |
| Annual return | 16.86% | 24.97%-8.1pp | 12.71%+4.1pp | 24.97%-8.1pp |
| Employer contribution / active EE | $1,194 | $28,334-95.8% | $2,036-41.4% | $28,334-95.8% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $1,693-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $187-100.0% | $20,852-100.0% |