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 | $47,383 | $189,613-75.0% | $167,512-71.7% | $142,382-66.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 30.87% | 2024.68%-1993.8pp | 1615.79%-1584.9pp | 217.08%-186.2pp |
| Employer contribution / active EE | $7,064 | $4,349+62.4% | $3,882+82.0% | $4,299+64.3% |
| Participant deferral / active EE | $14,443 | $6,981+106.9% | $6,405+125.5% | $6,507+121.9% |
| Admin fee / account holder | $83 | $10,528-99.2% | $9,769-99.2% | $12,624-99.3% |