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 | $107,715 | $189,613-43.2% | $167,512-35.7% | $142,382-24.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 19.98% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,599 | $4,349-40.2% | $3,882-33.0% | $4,299-39.5% |
| Participant deferral / active EE | $3,583 | $6,981-48.7% | $6,405-44.1% | $6,507-44.9% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |