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 | $204,486 | $189,613+7.8% | $167,512+22.1% | $142,382+43.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,782 | $4,349+10.0% | $3,882+23.2% | $4,299+11.2% |
| Participant deferral / active EE | $13,813 | $6,981+97.9% | $6,405+115.7% | $6,507+112.3% |
| Admin fee / account holder | $102 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |