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 | $26,620 | $189,613-86.0% | $167,512-84.1% | $142,382-81.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 16.26% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,463 | $4,349-43.4% | $3,882-36.6% | $4,299-42.7% |
| Participant deferral / active EE | $2,775 | $6,981-60.3% | $6,405-56.7% | $6,507-57.4% |
| Admin fee / account holder | $147 | $10,528-98.6% | $9,769-98.5% | $12,624-98.8% |