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 | $51,867 | $189,613-72.6% | $167,512-69.0% | $142,382-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.07% | 2024.68%-2003.6pp | 1615.79%-1594.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,472 | $4,349+25.8% | $3,882+41.0% | $4,299+27.3% |
| Participant deferral / active EE | $30,960 | $6,981+343.5% | $6,405+383.4% | $6,507+375.8% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |