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 10-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 | $41,337 | $189,613-78.2% | $167,512-75.3% | $142,382-71.0% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 17.99% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,512 | $4,349-65.2% | $3,882-61.0% | $4,299-64.8% |
| Participant deferral / active EE | $3,557 | $6,981-49.1% | $6,405-44.5% | $6,507-45.3% |
| Admin fee / account holder | $13 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |