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 7-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 | $113,706 | $189,613-40.0% | $167,512-32.1% | $142,382-20.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,500 | $4,349+141.4% | $3,882+170.5% | $4,299+144.2% |
| Participant deferral / active EE | $17,625 | $6,981+152.5% | $6,405+175.2% | $6,507+170.9% |
| Admin fee / account holder | $10 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |