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 | $34,831 | $189,613-81.6% | $167,512-79.2% | $142,382-75.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.24% | 2024.68%-2009.4pp | 1615.79%-1600.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,531 | $4,349-64.8% | $3,882-60.6% | $4,299-64.4% |
| Participant deferral / active EE | $1,607 | $6,981-77.0% | $6,405-74.9% | $6,507-75.3% |
| Admin fee / account holder | $146 | $10,528-98.6% | $9,769-98.5% | $12,624-98.8% |