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 10-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 | $40,991 | $189,613-78.4% | $167,512-75.5% | $142,382-71.2% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 19.82% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,117 | $4,349-51.3% | $3,882-45.4% | $4,299-50.7% |
| Participant deferral / active EE | $3,542 | $6,981-49.3% | $6,405-44.7% | $6,507-45.6% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |