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 | $39,612 | $189,613-79.1% | $167,512-76.4% | $142,382-72.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.90% | 2024.68%-2000.8pp | 1615.79%-1591.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,144 | $4,349-27.7% | $3,882-19.0% | $4,299-26.9% |
| Participant deferral / active EE | $7,220 | $6,981+3.4% | $6,405+12.7% | $6,507+10.9% |
| Admin fee / account holder | $47 | $10,528-99.6% | $9,769-99.5% | $12,624-99.6% |