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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,961 | $107,334-79.5% | $92,893-76.4% | $152,861-85.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 17.86% | 145.58%-127.7pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $12,500 | $4,221+196.1% | $3,653+242.2% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $195 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |