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 | $114,936 | $189,613-39.4% | $167,512-31.4% | $142,382-19.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 17.70% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,474 | $4,349-43.1% | $3,882-36.3% | $4,299-42.4% |
| Participant deferral / active EE | $3,093 | $6,981-55.7% | $6,405-51.7% | $6,507-52.5% |
| Admin fee / account holder | $192 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |