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 | $151,870 | $189,613-19.9% | $167,512-9.3% | $142,382+6.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.48% | 2024.68%-2006.2pp | 1615.79%-1597.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,728 | $4,349-14.3% | $3,882-4.0% | $4,299-13.3% |
| Participant deferral / active EE | $21,208 | $6,981+203.8% | $6,405+231.1% | $6,507+225.9% |
| Admin fee / account holder | $159 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |