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 | $118,011 | $189,613-37.8% | $167,512-29.6% | $142,382-17.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 2024.68%-2005.5pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,959 | $4,349+14.0% | $3,882+27.8% | $4,299+15.3% |
| Participant deferral / active EE | $5,000 | $6,981-28.4% | $6,405-21.9% | $6,507-23.2% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |