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 | $72,497 | $202,318-64.2% | $172,739-58.0% | $152,861-52.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 15.04% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,531 | $5,856-73.9% | $5,143-70.2% | $4,762-67.9% |
| Participant deferral / active EE | $3,898 | $5,948-34.5% | $5,198-25.0% | $5,850-33.4% |
| Admin fee / account holder | $61 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |