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 10-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 | $137,369 | $189,613-27.6% | $167,512-18.0% | $142,382-3.5% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 14.14% | 2024.68%-2010.5pp | 1615.79%-1601.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,589 | $4,349-40.5% | $3,882-33.3% | $4,299-39.8% |
| Participant deferral / active EE | $2,717 | $6,981-61.1% | $6,405-57.6% | $6,507-58.2% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |