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 4-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 | $26,330 | $189,613-86.1% | $167,512-84.3% | $142,382-81.5% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 19.37% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,318 | $4,349-46.7% | $3,882-40.3% | $4,299-46.1% |
| Participant deferral / active EE | $5,080 | $6,981-27.2% | $6,405-20.7% | $6,507-21.9% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |