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 | $207,815 | $189,613+9.6% | $167,512+24.1% | $142,382+46.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.73% | 2024.68%-2004.9pp | 1615.79%-1596.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,700 | $4,349+31.1% | $3,882+46.8% | $4,299+32.6% |
| Participant deferral / active EE | $28,500 | $6,981+308.2% | $6,405+345.0% | $6,507+338.0% |
| Admin fee / account holder | $6 | $10,528-99.9% | $9,769-99.9% | $12,624-100.0% |