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 | $37,661 | $150,440-75.0% | $136,294-72.4% | $147,584-74.5% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 23.07% | 1049.08%-1026.0pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $2,021 | $5,256-61.6% | $4,695-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $4,906 | $6,630-26.0% | $6,247-21.5% | $5,439-9.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |