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 5-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 | $68,405 | $76,738-10.9% | $56,411+21.3% | $145,922-53.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 17.32% | 2994.23%-2976.9pp | 1701.33%-1684.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,032 | $1,380-25.2% | $1,039-0.7% | $4,660-77.9% |
| Participant deferral / active EE | $5,794 | $2,623+120.9% | $1,952+196.9% | $6,688-13.4% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |