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 4-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 | $104,008 | $189,613-45.1% | $167,512-37.9% | $142,382-27.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 28.54% | 2024.68%-1996.1pp | 1615.79%-1587.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $16,461 | $4,349+278.5% | $3,882+324.1% | $4,299+282.9% |
| Participant deferral / active EE | $12,084 | $6,981+73.1% | $6,405+88.7% | $6,507+85.7% |
| Admin fee / account holder | $103 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |