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 | $27,844 | $189,613-85.3% | $167,512-83.4% | $142,382-80.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.74% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,535 | $4,349-41.7% | $3,882-34.7% | $4,299-41.0% |
| Participant deferral / active EE | $4,635 | $6,981-33.6% | $6,405-27.6% | $6,507-28.8% |
| Admin fee / account holder | $164 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |