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 | $53,718 | $189,613-71.7% | $167,512-67.9% | $142,382-62.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 28.98% | 2024.68%-1995.7pp | 1615.79%-1586.8pp | 217.08%-188.1pp |
| Employer contribution / active EE | $720 | $4,349-83.4% | $3,882-81.5% | $4,299-83.3% |
| Participant deferral / active EE | $12,400 | $6,981+77.6% | $6,405+93.6% | $6,507+90.6% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |