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 | $82,623 | $100,852-18.1% | $90,404-8.6% | $158,922-48.0% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 24.57% | 1724.20%-1699.6pp | 1293.02%-1268.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $724 | $3,689-80.4% | $3,262-77.8% | $4,761-84.8% |
| Participant deferral / active EE | $945 | $4,348-78.3% | $3,963-76.2% | $5,982-84.2% |
| Admin fee / account holder | $30 | $6,501-99.5% | $5,611-99.5% | $11,246-99.7% |