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 10-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 | $46,471 | $189,613-75.5% | $167,512-72.3% | $142,382-67.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.59% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,422 | $4,349+1.7% | $3,882+13.9% | $4,299+2.9% |
| Participant deferral / active EE | $6,779 | $6,981-2.9% | $6,405+5.8% | $6,507+4.2% |
| Admin fee / account holder | $30 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |