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 | $8,181 | $189,613-95.7% | $167,512-95.1% | $142,382-94.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.88% | 2024.68%-1999.8pp | 1615.79%-1590.9pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,298 | $4,349-47.2% | $3,882-40.8% | $4,299-46.5% |
| Participant deferral / active EE | $2,379 | $6,981-65.9% | $6,405-62.8% | $6,507-63.4% |
| Admin fee / account holder | $158 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |