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 | $164,628 | $189,613-13.2% | $167,512-1.7% | $142,382+15.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 18.25% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,960 | $4,349-31.9% | $3,882-23.7% | $4,299-31.1% |
| Participant deferral / active EE | $15,000 | $6,981+114.9% | $6,405+134.2% | $6,507+130.5% |
| Admin fee / account holder | $75 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |