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 | $95,219 | $150,440-36.7% | $136,294-30.1% | $147,584-35.5% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 16.41% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,613 | $5,256-69.3% | $4,695-65.6% | $4,876-66.9% |
| Participant deferral / active EE | $2,583 | $6,630-61.0% | $6,247-58.7% | $5,439-52.5% |
| Admin fee / account holder | $27 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |