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 | $32,712 | $189,613-82.7% | $167,512-80.5% | $142,382-77.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.98% | 2024.68%-1998.7pp | 1615.79%-1589.8pp | 217.08%-191.1pp |
| Employer contribution / active EE | $4,121 | $4,349-5.2% | $3,882+6.2% | $4,299-4.2% |
| Participant deferral / active EE | $4,918 | $6,981-29.6% | $6,405-23.2% | $6,507-24.4% |
| Admin fee / account holder | $187 | $10,528-98.2% | $9,769-98.1% | $12,624-98.5% |