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 3-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 | $18,978 | $189,613-90.0% | $167,512-88.7% | $142,382-86.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 2024.68%-2001.5pp | 1615.79%-1592.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,372 | $4,349-45.5% | $3,882-38.9% | $4,299-44.8% |
| Participant deferral / active EE | $6,405 | $6,981-8.3% | $6,4050% | $6,507-1.6% |
| Admin fee / account holder | $32 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |