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 | $31,666 | $85,766-63.1% | $136,294-76.8% | $70,131-54.8% |
| Participation rate | 53.2% | 74.2%-21.0pp | 81.9%-28.7pp | 69.5%-16.3pp |
| Annual return | 725.89% | 31.45%+694.4pp | 5155.94%-4430.0pp | 73.14%+652.7pp |
| Employer contribution / active EE | $1,564 | $2,966-47.3% | $4,695-66.7% | $2,342-33.2% |
| Participant deferral / active EE | $5,615 | $5,051+11.1% | $6,247-10.1% | $3,332+68.5% |
| Admin fee / account holder | $141 | $5,420-97.4% | $9,243-98.5% | $4,645-97.0% |