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 | $24,764 | $189,613-86.9% | $167,512-85.2% | $142,382-82.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.70% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,969 | $4,349-54.7% | $3,882-49.3% | $4,299-54.2% |
| Participant deferral / active EE | $2,067 | $6,981-70.4% | $6,405-67.7% | $6,507-68.2% |
| Admin fee / account holder | $235 | $10,528-97.8% | $9,769-97.6% | $12,624-98.1% |