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 | $37,003 | $189,613-80.5% | $167,512-77.9% | $142,382-74.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.29% | 2024.68%-1998.4pp | 1615.79%-1589.5pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,844 | $4,349-57.6% | $3,882-52.5% | $4,299-57.1% |
| Participant deferral / active EE | $9,873 | $6,981+41.4% | $6,405+54.2% | $6,507+51.7% |
| Admin fee / account holder | $72 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |