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 | $28,156 | $189,613-85.2% | $167,512-83.2% | $142,382-80.2% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 24.55% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,563 | $4,349-64.1% | $3,882-59.7% | $4,299-63.7% |
| Participant deferral / active EE | $6,840 | $6,981-2.0% | $6,405+6.8% | $6,507+5.1% |
| Admin fee / account holder | $42 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |