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 | $8,896 | $189,613-95.3% | $167,512-94.7% | $142,382-93.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.63% | 2024.68%-2000.1pp | 1615.79%-1591.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,966 | $4,349-54.8% | $3,882-49.3% | $4,299-54.3% |
| Participant deferral / active EE | $2,408 | $6,981-65.5% | $6,405-62.4% | $6,507-63.0% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |