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 | $18,145 | $189,613-90.4% | $167,512-89.2% | $142,382-87.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 18.45% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,072 | $4,349-75.4% | $3,882-72.4% | $4,299-75.1% |
| Participant deferral / active EE | $3,663 | $6,981-47.5% | $6,405-42.8% | $6,507-43.7% |
| Admin fee / account holder | $61 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |