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 4-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 | $64,196 | $189,613-66.1% | $167,512-61.7% | $142,382-54.9% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 21.66% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,843 | $4,349+34.4% | $3,882+50.5% | $4,299+35.9% |
| Participant deferral / active EE | $14,226 | $6,981+103.8% | $6,405+122.1% | $6,507+118.6% |
| Admin fee / account holder | $233 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |