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 7-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 | $17,363 | $189,613-90.8% | $167,512-89.6% | $142,382-87.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 22.59% | 2024.68%-2002.1pp | 1615.79%-1593.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,532 | $4,349-64.8% | $3,882-60.5% | $4,299-64.4% |
| Participant deferral / active EE | $3,485 | $6,981-50.1% | $6,405-45.6% | $6,507-46.4% |
| Admin fee / account holder | $88 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |