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 | $369,484-100.0% | $303,047-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 90.0%-90.0pp | 87.1%-87.1pp | 85.6%-85.6pp |
| Annual return | 10.93% | 0.42%+10.5pp | 2.47%+8.5pp | 396.79%-385.9pp |
| Employer contribution / active EE | $3,516 | $9,025-61.0% | $7,418-52.6% | $7,508-53.2% |
| Participant deferral / active EE | $18,599 | $5,439+241.9% | $5,070+266.9% | $5,521+236.9% |
| Admin fee / account holder | $0 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |