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 | $77,366 | $202,318-61.8% | $172,739-55.2% | $152,861-49.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 23.00% | 1029.65%-1006.7pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,641 | $5,856-72.0% | $5,143-68.1% | $4,762-65.5% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,850-24.2% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |