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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,946 | $189,613-82.6% | $167,512-80.3% | $142,382-76.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 21.41% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,615 | $6,981+23.4% | $6,405+34.5% | $6,507+32.4% |
| Admin fee / account holder | $55 | $10,528-99.5% | $9,769-99.4% | $12,624-99.6% |