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 7-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 | $132,512 | $189,613-30.1% | $167,512-20.9% | $142,382-6.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 2024.68%-2003.3pp | 1615.79%-1594.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,791 | $4,349+10.2% | $3,882+23.4% | $4,299+11.4% |
| Participant deferral / active EE | $17,000 | $6,981+143.5% | $6,405+165.4% | $6,507+161.2% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |