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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,121 | $189,613-76.2% | $167,512-73.1% | $142,382-68.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 2024.68%-2010.7pp | 1615.79%-1601.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,331 | $4,349-0.4% | $3,882+11.6% | $4,299+0.7% |
| Participant deferral / active EE | $500 | $6,981-92.8% | $6,405-92.2% | $6,507-92.3% |
| Admin fee / account holder | $238 | $10,528-97.7% | $9,769-97.6% | $12,624-98.1% |