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 3-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 | $13,346 | $90,348-85.2% | $75,972-82.4% | $145,922-90.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.91% | 620.88%-606.0pp | 359.55%-344.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,000 | $3,311-69.8% | $2,685-62.8% | $4,660-78.5% |
| Participant deferral / active EE | $3,500 | $5,162-32.2% | $4,255-17.8% | $6,688-47.7% |
| Admin fee / account holder | $132 | $8,467-98.4% | $6,467-98.0% | $13,397-99.0% |