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 8-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 | $468,231-100.0% | $467,873-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 97.8%-97.8pp | 97.8%-97.8pp | 93.7%-93.7pp |
| Annual return | 32.66% | 34.80%-2.1pp | 34.76%-2.1pp | 24.97%+7.7pp |
| Employer contribution / active EE | $4,392 | $30,904-85.8% | $32,713-86.6% | $28,334-84.5% |
| Participant deferral / active EE | $13,488 | $11,835+14.0% | $11,835+14.0% | $7,967+69.3% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |