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 4-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 | $146,715 | $189,613-22.6% | $167,512-12.4% | $142,382+3.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.15% | 2024.68%-2004.5pp | 1615.79%-1595.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,973 | $4,349-31.6% | $3,882-23.4% | $4,299-30.8% |
| Participant deferral / active EE | $7,800 | $6,981+11.7% | $6,405+21.8% | $6,507+19.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |