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 | $69,506 | $138,065-49.7% | $123,544-43.7% | $135,375-48.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 95.97% | 153.68%-57.7pp | 119.20%-23.2pp | 519.73%-423.8pp |
| Employer contribution / active EE | $3,735 | $5,151-27.5% | $4,628-19.3% | $4,779-21.8% |
| Participant deferral / active EE | $9,546 | $6,799+40.4% | $6,426+48.6% | $5,609+70.2% |
| Admin fee / account holder | $283 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |