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 | $55,136 | $150,440-63.4% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 25.09% | 1049.08%-1024.0pp | 5155.94%-5130.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $5,067 | $5,256-3.6% | $4,695+7.9% | $4,876+3.9% |
| Participant deferral / active EE | $6,720 | $6,630+1.4% | $6,247+7.6% | $5,439+23.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |