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 7-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 | $51,874 | $189,613-72.6% | $167,512-69.0% | $142,382-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.04% | 2024.68%-2001.6pp | 1615.79%-1592.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $6,931 | $4,349+59.4% | $3,882+78.6% | $4,299+61.2% |
| Participant deferral / active EE | $10,826 | $6,981+55.1% | $6,405+69.0% | $6,507+66.4% |
| Admin fee / account holder | $82 | $10,528-99.2% | $9,769-99.2% | $12,624-99.3% |