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 | $54,726 | $189,613-71.1% | $167,512-67.3% | $142,382-61.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.81% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $14,090 | $4,349+224.0% | $3,882+263.0% | $4,299+227.7% |
| Participant deferral / active EE | $11,566 | $6,981+65.7% | $6,405+80.6% | $6,507+77.7% |
| Admin fee / account holder | $112 | $10,528-98.9% | $9,769-98.9% | $12,624-99.1% |