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 4-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 | $8,000 | $189,613-95.8% | $167,512-95.2% | $142,382-94.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 19.86% | 2024.68%-2004.8pp | 1615.79%-1595.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $908 | $4,349-79.1% | $3,882-76.6% | $4,299-78.9% |
| Participant deferral / active EE | $1,868 | $6,981-73.2% | $6,405-70.8% | $6,507-71.3% |
| Admin fee / account holder | $26 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |