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 5-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 | $39,575 | $189,613-79.1% | $167,512-76.4% | $142,382-72.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.35% | 2024.68%-1998.3pp | 1615.79%-1589.4pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,538 | $4,349-18.6% | $3,882-8.8% | $4,299-17.7% |
| Participant deferral / active EE | $4,435 | $6,981-36.5% | $6,405-30.8% | $6,507-31.8% |
| Admin fee / account holder | $82 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |