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 | $71,660 | $189,613-62.2% | $167,512-57.2% | $142,382-49.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.29% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,516 | $4,349-19.2% | $3,882-9.4% | $4,299-18.2% |
| Participant deferral / active EE | $29,309 | $6,981+319.8% | $6,405+357.6% | $6,507+350.4% |
| Admin fee / account holder | $113 | $10,528-98.9% | $9,769-98.8% | $12,624-99.1% |