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 | $81,252 | $189,613-57.1% | $167,512-51.5% | $142,382-42.9% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 15.85% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,765 | $4,349-59.4% | $3,882-54.5% | $4,299-59.0% |
| Participant deferral / active EE | $11,250 | $6,981+61.1% | $6,405+75.7% | $6,507+72.9% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |