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 | $37,358 | $189,613-80.3% | $167,512-77.7% | $142,382-73.8% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 22.38% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,617 | $4,349-39.8% | $3,882-32.6% | $4,299-39.1% |
| Participant deferral / active EE | $3,871 | $6,981-44.5% | $6,405-39.6% | $6,507-40.5% |
| Admin fee / account holder | $164 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |