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 | $115,259 | $189,613-39.2% | $167,512-31.2% | $142,382-19.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.23% | 2024.68%-2002.4pp | 1615.79%-1593.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,000 | $4,349-77.0% | $3,882-74.2% | $4,299-76.7% |
| Participant deferral / active EE | $25,944 | $6,981+271.6% | $6,405+305.1% | $6,507+298.7% |
| Admin fee / account holder | $12 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |