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 | $36,544 | $189,613-80.7% | $167,512-78.2% | $142,382-74.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.37% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,704 | $4,349-60.8% | $3,882-56.1% | $4,299-60.4% |
| Participant deferral / active EE | $9,644 | $6,981+38.1% | $6,405+50.6% | $6,507+48.2% |
| Admin fee / account holder | $233 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |