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 5-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 | $59,825 | $189,613-68.4% | $167,512-64.3% | $142,382-58.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.85% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,911 | $4,349-56.1% | $3,882-50.8% | $4,299-55.5% |
| Participant deferral / active EE | $2,216 | $6,981-68.3% | $6,405-65.4% | $6,507-66.0% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.8% | $12,624-99.9% |