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 | $51,160 | $189,613-73.0% | $167,512-69.5% | $142,382-64.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 19.25% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,501 | $4,349-42.5% | $3,882-35.6% | $4,299-41.8% |
| Participant deferral / active EE | $9,143 | $6,981+31.0% | $6,405+42.7% | $6,507+40.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |