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 | $40,164 | $150,440-73.3% | $136,294-70.5% | $147,584-72.8% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 19.03% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,533 | $5,256-70.8% | $4,695-67.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,290 | $6,630-50.4% | $6,247-47.3% | $5,439-39.5% |
| Admin fee / account holder | $151 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |