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 | $67,422 | $189,613-64.4% | $167,512-59.8% | $142,382-52.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 2024.68%-2007.9pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,924 | $4,349+36.2% | $3,882+52.6% | $4,299+37.8% |
| Participant deferral / active EE | $5,601 | $6,981-19.8% | $6,405-12.5% | $6,507-13.9% |
| Admin fee / account holder | $219 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |