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 | $144,514 | $189,613-23.8% | $167,512-13.7% | $142,382+1.5% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 12.68% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,027 | $4,349-76.4% | $3,882-73.5% | $4,299-76.1% |
| Participant deferral / active EE | $6,598 | $6,981-5.5% | $6,405+3.0% | $6,507+1.4% |
| Admin fee / account holder | $6 | $10,528-99.9% | $9,769-99.9% | $12,624-100.0% |