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 | $165,685 | $189,613-12.6% | $167,512-1.1% | $142,382+16.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.87% | 2024.68%-2002.8pp | 1615.79%-1593.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,828 | $4,349+34.0% | $3,882+50.1% | $4,299+35.6% |
| Participant deferral / active EE | $3,855 | $6,981-44.8% | $6,405-39.8% | $6,507-40.8% |
| Admin fee / account holder | $175 | $10,528-98.3% | $9,769-98.2% | $12,624-98.6% |