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 | $44,671 | $189,613-76.4% | $167,512-73.3% | $142,382-68.6% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 15.31% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,411 | $4,349-67.5% | $3,882-63.6% | $4,299-67.2% |
| Participant deferral / active EE | $3,332 | $6,981-52.3% | $6,405-48.0% | $6,507-48.8% |
| Admin fee / account holder | $19 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |