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 4-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 | $468,795-100.0% | $224,876-100.0% | $468,795-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 66.7%-66.7pp | 85.5%-85.5pp |
| Annual return | 2667.17% | 39.95%+2627.2pp | 199.78%+2467.4pp | 39.95%+2627.2pp |
| Employer contribution / active EE | $194 | $28,085-99.3% | $12,420-98.4% | $28,085-99.3% |
| Participant deferral / active EE | $1,500 | $10,110-85.2% | $2,784-46.1% | $10,110-85.2% |
| Admin fee / account holder | $0 | $8,110-100.0% | $472-100.0% | $8,110-100.0% |