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 | $47,707 | $189,613-74.8% | $167,512-71.5% | $142,382-66.5% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 25.27% | 2024.68%-1999.4pp | 1615.79%-1590.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $814 | $4,349-81.3% | $3,882-79.0% | $4,299-81.1% |
| Participant deferral / active EE | $3,634 | $6,981-47.9% | $6,405-43.3% | $6,507-44.2% |
| Admin fee / account holder | $233 | $10,528-97.8% | $9,769-97.6% | $12,624-98.2% |