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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,654 | $189,613-79.1% | $167,512-76.3% | $142,382-72.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.09% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,056 | $4,349-75.7% | $3,882-72.8% | $4,299-75.4% |
| Participant deferral / active EE | $795 | $6,981-88.6% | $6,405-87.6% | $6,507-87.8% |
| Admin fee / account holder | $219 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |