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 | $75,278 | $180,449-58.3% | $154,107-51.2% | $135,375-44.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 3.90% | 888.09%-884.2pp | 735.12%-731.2pp | 519.73%-515.8pp |
| Employer contribution / active EE | $1,588 | $6,035-73.7% | $5,298-70.0% | $4,779-66.8% |
| Participant deferral / active EE | $3,864 | $5,806-33.4% | $5,081-23.9% | $5,609-31.1% |
| Admin fee / account holder | $241 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |