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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $670,669-100.0% | $646,305-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 94.1%-94.1pp | 91.9%-91.9pp | 89.6%-89.6pp |
| Annual return | 1.38% | 8.89%-7.5pp | 8.68%-7.3pp | 10.38%-9.0pp |
| Employer contribution / active EE | $109,404 | $23,417+367.2% | $22,738+381.2% | $19,351+465.4% |
| Participant deferral / active EE | $0 | $6,069-100.0% | $5,920-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $18,821-100.0% | $18,028-100.0% | $14,894-100.0% |