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 7-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 | $41,332 | $189,613-78.2% | $167,512-75.3% | $142,382-71.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,081 | $4,349-6.2% | $3,882+5.1% | $4,299-5.1% |
| Participant deferral / active EE | $4,359 | $6,981-37.6% | $6,405-31.9% | $6,507-33.0% |
| Admin fee / account holder | $270 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |