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 4-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 | $74,369 | $189,613-60.8% | $167,512-55.6% | $142,382-47.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.75% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $11,906 | $4,349+173.8% | $3,882+206.7% | $4,299+176.9% |
| Participant deferral / active EE | $5,327 | $6,981-23.7% | $6,405-16.8% | $6,507-18.1% |
| Admin fee / account holder | $77 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |