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 8-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 | $29,494 | $189,613-84.4% | $167,512-82.4% | $142,382-79.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.79% | 2024.68%-2005.9pp | 1615.79%-1597.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,840 | $4,349-34.7% | $3,882-26.8% | $4,299-33.9% |
| Participant deferral / active EE | $2,840 | $6,981-59.3% | $6,405-55.7% | $6,507-56.4% |
| Admin fee / account holder | $78 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |