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 | $28,787 | $189,613-84.8% | $167,512-82.8% | $142,382-79.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.91% | 2024.68%-1996.8pp | 1615.79%-1587.9pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,903 | $4,349-33.3% | $3,882-25.2% | $4,299-32.5% |
| Participant deferral / active EE | $11,229 | $6,981+60.8% | $6,405+75.3% | $6,507+72.6% |
| Admin fee / account holder | $106 | $10,528-99.0% | $9,769-98.9% | $12,624-99.2% |