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 | $142,652 | $189,613-24.8% | $167,512-14.8% | $142,382+0.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.36% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,234 | $4,349-48.6% | $3,882-42.5% | $4,299-48.0% |
| Participant deferral / active EE | $3,570 | $6,981-48.9% | $6,405-44.3% | $6,507-45.1% |
| Admin fee / account holder | $199 | $10,528-98.1% | $9,769-98.0% | $12,624-98.4% |