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 | $50,307 | $189,613-73.5% | $167,512-70.0% | $142,382-64.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 15.31% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,670 | $4,349-38.6% | $3,882-31.2% | $4,299-37.9% |
| Participant deferral / active EE | $2,778 | $6,981-60.2% | $6,405-56.6% | $6,507-57.3% |
| Admin fee / account holder | $50 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |