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 | $28,815 | $189,613-84.8% | $167,512-82.8% | $142,382-79.8% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 28.73% | 2024.68%-1996.0pp | 1615.79%-1587.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $2,554 | $4,349-41.3% | $3,882-34.2% | $4,299-40.6% |
| Participant deferral / active EE | $7,383 | $6,981+5.8% | $6,405+15.3% | $6,507+13.5% |
| Admin fee / account holder | $44 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |