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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,472 | $189,613-6.4% | $167,512+5.9% | $142,382+24.6% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 13.09% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,283 | $6,981-81.6% | $6,405-80.0% | $6,507-80.3% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-99.9% | $12,624-100.0% |