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 | $28,404 | $189,613-85.0% | $167,512-83.0% | $142,382-80.1% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 27.36% | 2024.68%-1997.3pp | 1615.79%-1588.4pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,891 | $4,349-10.5% | $3,882+0.3% | $4,299-9.5% |
| Participant deferral / active EE | $5,181 | $6,981-25.8% | $6,405-19.1% | $6,507-20.4% |
| Admin fee / account holder | $22 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |