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 7-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 | $127,001 | $189,613-33.0% | $167,512-24.2% | $142,382-10.8% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 20.89% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,202 | $4,349-72.4% | $3,882-69.0% | $4,299-72.0% |
| Participant deferral / active EE | $14,258 | $6,981+104.2% | $6,405+122.6% | $6,507+119.1% |
| Admin fee / account holder | $59 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |