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.
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 | $80,130 | $189,613-57.7% | $167,512-52.2% | $142,382-43.7% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 10.93% | 2024.68%-2013.8pp | 1615.79%-1604.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,012 | $4,349-76.7% | $3,882-73.9% | $4,299-76.5% |
| Participant deferral / active EE | $7,267 | $6,981+4.1% | $6,405+13.5% | $6,507+11.7% |
| Admin fee / account holder | $98 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |