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 | $33,063 | $189,613-82.6% | $167,512-80.3% | $142,382-76.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.02% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,010 | $4,349-53.8% | $3,882-48.2% | $4,299-53.3% |
| Participant deferral / active EE | $5,592 | $6,981-19.9% | $6,405-12.7% | $6,507-14.1% |
| Admin fee / account holder | $216 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |