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 | $42,132 | $189,613-77.8% | $167,512-74.8% | $142,382-70.4% |
| Participation rate | 35.3% | 80.1%-44.8pp | 77.1%-41.8pp | 80.1%-44.8pp |
| Annual return | 18.14% | 2024.68%-2006.5pp | 1615.79%-1597.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,093 | $4,349-74.9% | $3,882-71.8% | $4,299-74.6% |
| Participant deferral / active EE | $1,327 | $6,981-81.0% | $6,405-79.3% | $6,507-79.6% |
| Admin fee / account holder | $292 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |