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 7-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 | $36,158 | $189,613-80.9% | $167,512-78.4% | $142,382-74.6% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 16.65% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,514 | $4,349-65.2% | $3,882-61.0% | $4,299-64.8% |
| Participant deferral / active EE | $5,500 | $6,981-21.2% | $6,405-14.1% | $6,507-15.5% |
| Admin fee / account holder | $83 | $10,528-99.2% | $9,769-99.2% | $12,624-99.3% |