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 | $83,270 | $189,613-56.1% | $167,512-50.3% | $142,382-41.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.38% | 2024.68%-2002.3pp | 1615.79%-1593.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,370 | $4,349+23.5% | $3,882+38.3% | $4,299+24.9% |
| Participant deferral / active EE | $15,750 | $6,981+125.6% | $6,405+145.9% | $6,507+142.0% |
| Admin fee / account holder | $257 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |