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 9-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 | $24,082 | $150,440-84.0% | $136,294-82.3% | $147,584-83.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 25.59% | 1049.08%-1023.5pp | 5155.94%-5130.3pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,869 | $5,256-64.4% | $4,695-60.2% | $4,876-61.7% |
| Participant deferral / active EE | $6,042 | $6,630-8.9% | $6,247-3.3% | $5,439+11.1% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |