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 | $37,834 | $189,613-80.0% | $167,512-77.4% | $142,382-73.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,236 | $4,349-71.6% | $3,882-68.1% | $4,299-71.2% |
| Participant deferral / active EE | $7,598 | $6,981+8.8% | $6,405+18.6% | $6,507+16.8% |
| Admin fee / account holder | $300 | $10,528-97.2% | $9,769-96.9% | $12,624-97.6% |