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 3-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 | $20,178 | $189,613-89.4% | $167,512-88.0% | $142,382-85.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.38% | 2024.68%-1998.3pp | 1615.79%-1589.4pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,655 | $4,349-16.0% | $3,882-5.8% | $4,299-15.0% |
| Participant deferral / active EE | $5,176 | $6,981-25.9% | $6,405-19.2% | $6,507-20.5% |
| Admin fee / account holder | $39 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |