Filed April 10, 2025 (most recent of 3 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,329 | $92,985-54.5% | $153,485-72.4% | $80,856-47.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 0.00% | 19.95%-19.9pp | 15.65%-15.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,353 | $3,507-32.9% | $5,039-53.3% | $2,755-14.6% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,880-100.0% | $12,724-100.0% | $6,918-100.0% |