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 6-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 | $8,513 | $189,613-95.5% | $167,512-94.9% | $142,382-94.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 13.73% | 2024.68%-2010.9pp | 1615.79%-1602.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,180 | $4,349-72.9% | $3,882-69.6% | $4,299-72.6% |
| Participant deferral / active EE | $2,022 | $6,981-71.0% | $6,405-68.4% | $6,507-68.9% |
| Admin fee / account holder | $277 | $10,528-97.4% | $9,769-97.2% | $12,624-97.8% |