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 | $25,110 | $189,613-86.8% | $167,512-85.0% | $142,382-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.48% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,354 | $4,349-45.9% | $3,882-39.4% | $4,299-45.3% |
| Participant deferral / active EE | $6,762 | $6,981-3.1% | $6,405+5.6% | $6,507+3.9% |
| Admin fee / account holder | $99 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |