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 | $42,288 | $189,613-77.7% | $167,512-74.8% | $142,382-70.3% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 19.81% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,623 | $4,349-39.7% | $3,882-32.4% | $4,299-39.0% |
| Participant deferral / active EE | $5,016 | $6,981-28.2% | $6,405-21.7% | $6,507-22.9% |
| Admin fee / account holder | $51 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |