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 | $7,786 | $189,613-95.9% | $167,512-95.4% | $142,382-94.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.45% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,750 | $4,349-36.8% | $3,882-29.2% | $4,299-36.0% |
| Participant deferral / active EE | $3,324 | $6,981-52.4% | $6,405-48.1% | $6,507-48.9% |
| Admin fee / account holder | $36 | $10,528-99.7% | $9,769-99.6% | $12,624-99.7% |