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 | $26,339 | $189,613-86.1% | $167,512-84.3% | $142,382-81.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 16.89% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,930 | $4,349-55.6% | $3,882-50.3% | $4,299-55.1% |
| Participant deferral / active EE | $3,102 | $6,981-55.6% | $6,405-51.6% | $6,507-52.3% |
| Admin fee / account holder | $158 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |