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 | $60,061 | $169,032-64.5% | $129,207-53.5% | $145,922-58.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.88% | 14330.11%-14320.2pp | 9417.33%-9407.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,051 | $5,537-63.0% | $4,153-50.6% | $4,660-56.0% |
| Participant deferral / active EE | $4,955 | $4,987-0.6% | $4,168+18.9% | $6,688-25.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |