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 10-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 | $68,348 | $189,613-64.0% | $167,512-59.2% | $142,382-52.0% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 17.33% | 2024.68%-2007.3pp | 1615.79%-1598.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,333 | $4,349-23.4% | $3,882-14.1% | $4,299-22.5% |
| Participant deferral / active EE | $5,474 | $6,981-21.6% | $6,405-14.5% | $6,507-15.9% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |