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 8-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 | $68,683 | $189,613-63.8% | $167,512-59.0% | $142,382-51.8% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 18.93% | 2024.68%-2005.8pp | 1615.79%-1596.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,858 | $4,349-57.3% | $3,882-52.1% | $4,299-56.8% |
| Participant deferral / active EE | $5,242 | $6,981-24.9% | $6,405-18.2% | $6,507-19.4% |
| Admin fee / account holder | $92 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |