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 | $36,934 | $189,613-80.5% | $167,512-78.0% | $142,382-74.1% |
| Participation rate | 81.3% | 80.1%+1.1pp | 77.1%+4.2pp | 80.1%+1.1pp |
| Annual return | 14.03% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,492 | $4,349-65.7% | $3,882-61.6% | $4,299-65.3% |
| Participant deferral / active EE | $3,067 | $6,981-56.1% | $6,405-52.1% | $6,507-52.9% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-99.9% | $12,624-100.0% |