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 | $101,300 | $189,613-46.6% | $167,512-39.5% | $142,382-28.9% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 387.68% | 2024.68%-1637.0pp | 1615.79%-1228.1pp | 217.08%+170.6pp |
| Employer contribution / active EE | $2,533 | $4,349-41.7% | $3,882-34.7% | $4,299-41.1% |
| Participant deferral / active EE | $10,398 | $6,981+48.9% | $6,405+62.3% | $6,507+59.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |