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 | $61,116 | $189,613-67.8% | $167,512-63.5% | $142,382-57.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 23.17% | 2024.68%-2001.5pp | 1615.79%-1592.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,443 | $4,349-20.8% | $3,882-11.3% | $4,299-19.9% |
| Participant deferral / active EE | $14,334 | $6,981+105.3% | $6,405+123.8% | $6,507+120.3% |
| Admin fee / account holder | $84 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |