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 8-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 | $99,437 | $189,613-47.6% | $167,512-40.6% | $142,382-30.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.04% | 2024.68%-2007.6pp | 1615.79%-1598.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,177 | $4,349+88.0% | $3,882+110.7% | $4,299+90.2% |
| Participant deferral / active EE | $8,831 | $6,981+26.5% | $6,405+37.9% | $6,507+35.7% |
| Admin fee / account holder | $125 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |