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 5-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 | $22,396 | $189,613-88.2% | $167,512-86.6% | $142,382-84.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 47.47% | 2024.68%-1977.2pp | 1615.79%-1568.3pp | 217.08%-169.6pp |
| Employer contribution / active EE | $1,748 | $4,349-59.8% | $3,882-55.0% | $4,299-59.3% |
| Participant deferral / active EE | $2,164 | $6,981-69.0% | $6,405-66.2% | $6,507-66.7% |
| Admin fee / account holder | $245 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |