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 3-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 | $50,442 | $189,613-73.4% | $167,512-69.9% | $142,382-64.6% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 37.65% | 2024.68%-1987.0pp | 1615.79%-1578.1pp | 217.08%-179.4pp |
| Employer contribution / active EE | $2,097 | $4,349-51.8% | $3,882-46.0% | $4,299-51.2% |
| Participant deferral / active EE | $10,000 | $6,981+43.2% | $6,405+56.1% | $6,507+53.7% |
| Admin fee / account holder | $296 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |