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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $545,454-100.0% | $534,296-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 94.8%-94.8pp | 92.1%-92.1pp | 90.6%-90.6pp |
| Annual return | 6.08% | -0.06%+6.1pp | 0.02%+6.1pp | 10.77%-4.7pp |
| Employer contribution / active EE | $88,465 | $34,675+155.1% | $34,080+159.6% | $26,022+240.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $3,667-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $11,320-100.0% | $11,850-100.0% | $18,309-100.0% |