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 | $19,994 | $189,613-89.5% | $167,512-88.1% | $142,382-86.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.91% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,914 | $4,349-56.0% | $3,882-50.7% | $4,299-55.5% |
| Participant deferral / active EE | $9,344 | $6,981+33.8% | $6,405+45.9% | $6,507+43.6% |
| Admin fee / account holder | $201 | $10,528-98.1% | $9,769-97.9% | $12,624-98.4% |