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 | $249,357 | $189,613+31.5% | $167,512+48.9% | $142,382+75.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.48% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,837 | $4,349+34.2% | $3,882+50.4% | $4,299+35.8% |
| Participant deferral / active EE | $17,782 | $6,981+154.7% | $6,405+177.6% | $6,507+173.3% |
| Admin fee / account holder | $220 | $10,528-97.9% | $9,769-97.8% | $12,624-98.3% |