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 | $546,767-100.0% | $112,164-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 98.4%-98.4pp | 83.5%-83.5pp |
| Annual return | 9.65% | 10.35%-0.7pp | 8.76%+0.9pp | 10.35%-0.7pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $4,033-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $794 | $3,964-80.0% | $4,286-81.5% | $3,964-80.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $2,450-100.0% | $48,677-100.0% |