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 6-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 | $73,813 | $189,613-61.1% | $167,512-55.9% | $142,382-48.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.80% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,291 | $4,349-24.3% | $3,882-15.2% | $4,299-23.5% |
| Participant deferral / active EE | $11,402 | $6,981+63.3% | $6,405+78.0% | $6,507+75.2% |
| Admin fee / account holder | $279 | $10,528-97.3% | $9,769-97.1% | $12,624-97.8% |