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 3-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 | $124,738 | $189,613-34.2% | $167,512-25.5% | $142,382-12.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.34% | 2024.68%-2009.3pp | 1615.79%-1600.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,850 | $4,349+80.5% | $3,882+102.2% | $4,299+82.6% |
| Participant deferral / active EE | $11,750 | $6,981+68.3% | $6,405+83.5% | $6,507+80.6% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |