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 | $61,388 | $189,613-67.6% | $167,512-63.4% | $142,382-56.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,941 | $4,349-55.4% | $3,882-50.0% | $4,299-54.9% |
| Participant deferral / active EE | $5,954 | $6,981-14.7% | $6,405-7.0% | $6,507-8.5% |
| Admin fee / account holder | $149 | $10,528-98.6% | $9,769-98.5% | $12,624-98.8% |