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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,030 | $189,613-94.7% | $167,512-94.0% | $142,382-93.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.06% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,469 | $4,349-66.2% | $3,882-62.2% | $4,299-65.8% |
| Participant deferral / active EE | $6,631 | $6,981-5.0% | $6,405+3.5% | $6,507+1.9% |
| Admin fee / account holder | $21 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |