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 6-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 | $34,223 | $189,613-82.0% | $167,512-79.6% | $142,382-76.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.22% | 2024.68%-2001.5pp | 1615.79%-1592.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,162 | $4,349-4.3% | $3,882+7.2% | $4,299-3.2% |
| Participant deferral / active EE | $4,912 | $6,981-29.6% | $6,405-23.3% | $6,507-24.5% |
| Admin fee / account holder | $71 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |