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 10-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 | $115,360 | $189,613-39.2% | $167,512-31.1% | $142,382-19.0% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 13.51% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,182 | $4,349+42.1% | $3,882+59.3% | $4,299+43.8% |
| Participant deferral / active EE | $6,182 | $6,981-11.5% | $6,405-3.5% | $6,507-5.0% |
| Admin fee / account holder | $48 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |