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 5-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 | $92,366 | $189,613-51.3% | $167,512-44.9% | $142,382-35.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.18% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,532 | $4,349-18.8% | $3,882-9.0% | $4,299-17.8% |
| Participant deferral / active EE | $10,645 | $6,981+52.5% | $6,405+66.2% | $6,507+63.6% |
| Admin fee / account holder | $101 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |