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 | $154,452 | $189,613-18.5% | $167,512-7.8% | $142,382+8.5% |
| Participation rate | 21.4% | 80.1%-58.7pp | 77.1%-55.6pp | 80.1%-58.7pp |
| Annual return | 24.71% | 2024.68%-2000.0pp | 1615.79%-1591.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,241 | $4,349-71.5% | $3,882-68.0% | $4,299-71.1% |
| Participant deferral / active EE | $2,504 | $6,981-64.1% | $6,405-60.9% | $6,507-61.5% |
| Admin fee / account holder | $6 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |