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 8-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 | $42,253 | $189,613-77.7% | $167,512-74.8% | $142,382-70.3% |
| Participation rate | 88.2% | 80.1%+8.1pp | 77.1%+11.2pp | 80.1%+8.1pp |
| Annual return | 15.10% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,824 | $4,349-12.1% | $3,882-1.5% | $4,299-11.0% |
| Participant deferral / active EE | $4,666 | $6,981-33.2% | $6,405-27.1% | $6,507-28.3% |
| Admin fee / account holder | $182 | $10,528-98.3% | $9,769-98.1% | $12,624-98.6% |