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 | $82,030 | $100,852-18.7% | $90,404-9.3% | $158,922-48.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 14.89% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,460 | $3,689-60.4% | $3,262-55.3% | $4,761-69.3% |
| Participant deferral / active EE | $2,980 | $4,348-31.5% | $3,963-24.8% | $5,982-50.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |