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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,806 | $189,613-84.3% | $167,512-82.2% | $142,382-79.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 20.84% | 2024.68%-2003.8pp | 1615.79%-1595.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,767 | $4,349-59.4% | $3,882-54.5% | $4,299-58.9% |
| Participant deferral / active EE | $2,464 | $6,981-64.7% | $6,405-61.5% | $6,507-62.1% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |