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 | $49,919 | $150,440-66.8% | $136,294-63.4% | $147,584-66.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.84% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,096 | $5,256-41.1% | $4,695-34.1% | $4,876-36.5% |
| Participant deferral / active EE | $3,119 | $6,630-53.0% | $6,247-50.1% | $5,439-42.6% |
| Admin fee / account holder | $15 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |