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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,009 | $189,613-48.8% | $167,512-42.1% | $142,382-31.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.86% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,417 | $4,349-44.4% | $3,882-37.7% | $4,299-43.8% |
| Participant deferral / active EE | $2,417 | $6,981-65.4% | $6,405-62.3% | $6,507-62.9% |
| Admin fee / account holder | $84 | $10,528-99.2% | $9,769-99.1% | $12,624-99.3% |