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 | $105,525 | $150,440-29.9% | $136,294-22.6% | $147,584-28.5% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 16.00% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $7,266 | $5,256+38.2% | $4,695+54.7% | $4,876+49.0% |
| Participant deferral / active EE | $6,832 | $6,630+3.0% | $6,247+9.4% | $5,439+25.6% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |