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 | $40,480 | $189,613-78.7% | $167,512-75.8% | $142,382-71.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.16% | 2024.68%-2000.5pp | 1615.79%-1591.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,875 | $4,349-33.9% | $3,882-25.9% | $4,299-33.1% |
| Participant deferral / active EE | $16,136 | $6,981+131.1% | $6,405+151.9% | $6,507+148.0% |
| Admin fee / account holder | $72 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |