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 9-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 | $78,828 | $189,613-58.4% | $167,512-52.9% | $142,382-44.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 20.17% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,305 | $4,349+22.0% | $3,882+36.7% | $4,299+23.4% |
| Participant deferral / active EE | $5,555 | $6,981-20.4% | $6,405-13.3% | $6,507-14.6% |
| Admin fee / account holder | $14 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |