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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,825 | $189,613-43.7% | $167,512-36.2% | $142,382-25.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.85% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,837 | $4,349-34.8% | $3,882-26.9% | $4,299-34.0% |
| Participant deferral / active EE | $4,124 | $6,981-40.9% | $6,405-35.6% | $6,507-36.6% |
| Admin fee / account holder | $230 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |