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 3-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 | $19,756 | $189,613-89.6% | $167,512-88.2% | $142,382-86.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.38% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,131 | $4,349-74.0% | $3,882-70.9% | $4,299-73.7% |
| Participant deferral / active EE | $5,865 | $6,981-16.0% | $6,405-8.4% | $6,507-9.9% |
| Admin fee / account holder | $119 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |