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 | $27,742 | $189,613-85.4% | $167,512-83.4% | $142,382-80.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 30.41% | 2024.68%-1994.3pp | 1615.79%-1585.4pp | 217.08%-186.7pp |
| Employer contribution / active EE | $6,000 | $4,349+38.0% | $3,882+54.6% | $4,299+39.6% |
| Participant deferral / active EE | $6,000 | $6,981-14.1% | $6,405-6.3% | $6,507-7.8% |
| Admin fee / account holder | $104 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |