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 | $12,279 | $100,852-87.8% | $90,404-86.4% | $158,922-92.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 16.76% | 1724.20%-1707.4pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $750 | $3,689-79.7% | $3,262-77.0% | $4,761-84.3% |
| Participant deferral / active EE | $1,023 | $4,348-76.5% | $3,963-74.2% | $5,982-82.9% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |