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 | $42,112 | $189,613-77.8% | $167,512-74.9% | $142,382-70.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.68% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,072 | $4,349-29.4% | $3,882-20.9% | $4,299-28.6% |
| Participant deferral / active EE | $7,593 | $6,981+8.8% | $6,405+18.6% | $6,507+16.7% |
| Admin fee / account holder | $93 | $10,528-99.1% | $9,769-99.0% | $12,624-99.3% |