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 | $209,825 | $189,613+10.7% | $167,512+25.3% | $142,382+47.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,152 | $4,349-50.5% | $3,882-44.5% | $4,299-49.9% |
| Participant deferral / active EE | $2,332 | $6,981-66.6% | $6,405-63.6% | $6,507-64.2% |
| Admin fee / account holder | $35 | $10,528-99.7% | $9,769-99.6% | $12,624-99.7% |