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 | $36,608 | $189,613-80.7% | $167,512-78.1% | $142,382-74.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 21.83% | 2024.68%-2002.9pp | 1615.79%-1594.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,863 | $4,349-57.2% | $3,882-52.0% | $4,299-56.7% |
| Participant deferral / active EE | $3,579 | $6,981-48.7% | $6,405-44.1% | $6,507-45.0% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |