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 | $25,705 | $189,613-86.4% | $167,512-84.7% | $142,382-81.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.58% | 2024.68%-1997.1pp | 1615.79%-1588.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,792 | $4,349-35.8% | $3,882-28.1% | $4,299-35.0% |
| Participant deferral / active EE | $6,638 | $6,981-4.9% | $6,405+3.7% | $6,507+2.0% |
| Admin fee / account holder | $39 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |