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 | $362,131-100.0% | $285,549-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 89.8%-89.8pp | 83.2%-83.2pp | 85.6%-85.6pp |
| Annual return | 21.53% | 5.08%+16.4pp | 7.15%+14.4pp | 396.79%-375.3pp |
| Employer contribution / active EE | $1,393 | $5,952-76.6% | $5,022-72.3% | $7,508-81.4% |
| Participant deferral / active EE | $0 | $5,478-100.0% | $4,549-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $16,774-100.0% | $13,934-100.0% | $28,387-100.0% |