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 | $167,513 | $189,613-11.7% | $167,5120% | $142,382+17.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.75% | 2024.68%-2010.9pp | 1615.79%-1602.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $19,034 | $4,349+337.7% | $3,882+390.4% | $4,299+342.7% |
| Participant deferral / active EE | $13,467 | $6,981+92.9% | $6,405+110.3% | $6,507+107.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |