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 | $18,783 | $189,613-90.1% | $167,512-88.8% | $142,382-86.8% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 19.47% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,047 | $4,349+39.0% | $3,882+55.8% | $4,299+40.7% |
| Participant deferral / active EE | $2,344 | $6,981-66.4% | $6,405-63.4% | $6,507-64.0% |
| Admin fee / account holder | $165 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |