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 3-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 | $11,610 | $189,613-93.9% | $167,512-93.1% | $142,382-91.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 28.22% | 2024.68%-1996.5pp | 1615.79%-1587.6pp | 217.08%-188.9pp |
| Employer contribution / active EE | $875 | $4,349-79.9% | $3,882-77.5% | $4,299-79.6% |
| Participant deferral / active EE | $1,400 | $6,981-79.9% | $6,405-78.1% | $6,507-78.5% |
| Admin fee / account holder | $67 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |