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 | $49,832 | $189,613-73.7% | $167,512-70.3% | $142,382-65.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.48% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,157 | $4,349-27.4% | $3,882-18.7% | $4,299-26.6% |
| Participant deferral / active EE | $5,160 | $6,981-26.1% | $6,405-19.4% | $6,507-20.7% |
| Admin fee / account holder | $101 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |