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 | $7,328 | $189,613-96.1% | $167,512-95.6% | $142,382-94.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.71% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,161 | $4,349-73.3% | $3,882-70.1% | $4,299-73.0% |
| Participant deferral / active EE | $1,879 | $6,981-73.1% | $6,405-70.7% | $6,507-71.1% |
| Admin fee / account holder | $286 | $10,528-97.3% | $9,769-97.1% | $12,624-97.7% |