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 | $39,068 | $189,613-79.4% | $167,512-76.7% | $142,382-72.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.59% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,243 | $4,349-71.4% | $3,882-68.0% | $4,299-71.1% |
| Participant deferral / active EE | $1,972 | $6,981-71.8% | $6,405-69.2% | $6,507-69.7% |
| Admin fee / account holder | $282 | $10,528-97.3% | $9,769-97.1% | $12,624-97.8% |