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 5-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 | $28,146 | $189,613-85.2% | $167,512-83.2% | $142,382-80.2% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 21.43% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,305 | $4,349-70.0% | $3,882-66.4% | $4,299-69.6% |
| Participant deferral / active EE | $5,151 | $6,981-26.2% | $6,405-19.6% | $6,507-20.8% |
| Admin fee / account holder | $36 | $10,528-99.7% | $9,769-99.6% | $12,624-99.7% |