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 | $70,168 | $111,724-37.2% | $93,606-25.0% | $145,922-51.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.63% | 202.98%-193.3pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,294 | $3,090-58.1% | $2,420-46.5% | $4,660-72.2% |
| Participant deferral / active EE | $3,156 | $4,912-35.8% | $4,411-28.5% | $6,688-52.8% |
| Admin fee / account holder | $197 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |