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 | $27,845 | $189,613-85.3% | $167,512-83.4% | $142,382-80.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 20.33% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,167 | $4,349-4.2% | $3,882+7.3% | $4,299-3.1% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $11 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |