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 3-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 | $47,016 | $189,613-75.2% | $167,512-71.9% | $142,382-67.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 21.30% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,406 | $4,349-21.7% | $3,882-12.3% | $4,299-20.8% |
| Participant deferral / active EE | $7,897 | $6,981+13.1% | $6,405+23.3% | $6,507+21.4% |
| Admin fee / account holder | $209 | $10,528-98.0% | $9,769-97.9% | $12,624-98.3% |