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 6-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 | $19,698 | $189,613-89.6% | $167,512-88.2% | $142,382-86.2% |
| Participation rate | 44.4% | 80.1%-35.7pp | 77.1%-32.6pp | 80.1%-35.7pp |
| Annual return | 17.93% | 2024.68%-2006.8pp | 1615.79%-1597.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $975 | $4,349-77.6% | $3,882-74.9% | $4,299-77.3% |
| Participant deferral / active EE | $1,442 | $6,981-79.3% | $6,405-77.5% | $6,507-77.8% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |