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 | $45,774 | $189,613-75.9% | $167,512-72.7% | $142,382-67.9% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 21.29% | 2024.68%-2003.4pp | 1615.79%-1594.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $874 | $4,349-79.9% | $3,882-77.5% | $4,299-79.7% |
| Participant deferral / active EE | $6,160 | $6,981-11.8% | $6,405-3.8% | $6,507-5.3% |
| Admin fee / account holder | $54 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |