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 8-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 | $154,563 | $189,613-18.5% | $167,512-7.7% | $142,382+8.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.69% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,726 | $4,349+54.7% | $3,882+73.3% | $4,299+56.5% |
| Participant deferral / active EE | $12,239 | $6,981+75.3% | $6,405+91.1% | $6,507+88.1% |
| Admin fee / account holder | $275 | $10,528-97.4% | $9,769-97.2% | $12,624-97.8% |