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 4-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 | $31,326 | $189,613-83.5% | $167,512-81.3% | $142,382-78.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 21.83% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,088 | $4,349-52.0% | $3,882-46.2% | $4,299-51.4% |
| Participant deferral / active EE | $7,128 | $6,981+2.1% | $6,405+11.3% | $6,507+9.5% |
| Admin fee / account holder | $171 | $10,528-98.4% | $9,769-98.3% | $12,624-98.6% |