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 | $29,260 | $189,613-84.6% | $167,512-82.5% | $142,382-79.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.95% | 2024.68%-2002.7pp | 1615.79%-1593.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,487 | $4,349+3.2% | $3,882+15.6% | $4,299+4.4% |
| Participant deferral / active EE | $5,319 | $6,981-23.8% | $6,405-16.9% | $6,507-18.3% |
| Admin fee / account holder | $65 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |