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 | $50,454 | $73,515-31.4% | $62,995-19.9% | $147,584-65.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 20.47% | 175.43%-155.0pp | 87.57%-67.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $413 | $3,320-87.6% | $2,759-85.0% | $4,876-91.5% |
| Participant deferral / active EE | $6,120 | $4,185+46.2% | $3,329+83.8% | $5,439+12.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |