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 | $331,010-100.0% | $284,014-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 78.2%-78.2pp | 85.6%-85.6pp |
| Annual return | 11.27% | -7.54%+18.8pp | -6.84%+18.1pp | 396.79%-385.5pp |
| Employer contribution / active EE | $12,371 | $4,421+179.8% | $4,497+175.1% | $7,508+64.8% |
| Participant deferral / active EE | $12,371 | $4,180+195.9% | $5,463+126.4% | $5,521+124.1% |
| Admin fee / account holder | $0 | $15,699-100.0% | $16,425-100.0% | $28,387-100.0% |