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 | $7,396 | $189,613-96.1% | $167,512-95.6% | $142,382-94.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 91.55% | 2024.68%-1933.1pp | 1615.79%-1524.2pp | 217.08%-125.5pp |
| Employer contribution / active EE | $2,366 | $4,349-45.6% | $3,882-39.1% | $4,299-45.0% |
| Participant deferral / active EE | $14,564 | $6,981+108.6% | $6,405+127.4% | $6,507+123.8% |
| Admin fee / account holder | $41 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |