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 | $73,185 | $189,613-61.4% | $167,512-56.3% | $142,382-48.6% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 18.44% | 2024.68%-2006.2pp | 1615.79%-1597.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,087 | $4,349-29.0% | $3,882-20.5% | $4,299-28.2% |
| Participant deferral / active EE | $5,602 | $6,981-19.8% | $6,405-12.5% | $6,507-13.9% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |