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 6-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 | $28,928 | $189,613-84.7% | $167,512-82.7% | $142,382-79.7% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 19.51% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,078 | $4,349-29.2% | $3,882-20.7% | $4,299-28.4% |
| Participant deferral / active EE | $4,459 | $6,981-36.1% | $6,405-30.4% | $6,507-31.5% |
| Admin fee / account holder | $284 | $10,528-97.3% | $9,769-97.1% | $12,624-97.7% |