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 | $99,931 | $189,613-47.3% | $167,512-40.3% | $142,382-29.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.77% | 2024.68%-1999.9pp | 1615.79%-1591.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $13,567 | $4,349+212.0% | $3,882+249.5% | $4,299+215.6% |
| Participant deferral / active EE | $13,462 | $6,981+92.8% | $6,405+110.2% | $6,507+106.9% |
| Admin fee / account holder | $100 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |