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 | $9,880 | $189,613-94.8% | $167,512-94.1% | $142,382-93.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.73% | 2024.68%-1997.0pp | 1615.79%-1588.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $508 | $4,349-88.3% | $3,882-86.9% | $4,299-88.2% |
| Participant deferral / active EE | $4,801 | $6,981-31.2% | $6,405-25.0% | $6,507-26.2% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.8% | $12,624-99.9% |