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 5-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 | $69,106 | $189,613-63.6% | $167,512-58.7% | $142,382-51.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.04% | 2024.68%-2003.6pp | 1615.79%-1594.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $6,152 | $4,349+41.5% | $3,882+58.5% | $4,299+43.1% |
| Participant deferral / active EE | $14,398 | $6,981+106.2% | $6,405+124.8% | $6,507+121.3% |
| Admin fee / account holder | $72 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |