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 | $56,896 | $189,613-70.0% | $167,512-66.0% | $142,382-60.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.40% | 2024.68%-2004.3pp | 1615.79%-1595.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,527 | $4,349-18.9% | $3,882-9.1% | $4,299-18.0% |
| Participant deferral / active EE | $8,735 | $6,981+25.1% | $6,405+36.4% | $6,507+34.2% |
| Admin fee / account holder | $132 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |