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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,577 | $189,613-64.4% | $167,512-59.7% | $142,382-52.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 19.33% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,529 | $4,349-64.8% | $3,882-60.6% | $4,299-64.4% |
| Participant deferral / active EE | $11,382 | $6,981+63.0% | $6,405+77.7% | $6,507+74.9% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |