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 | $90,702 | $159,901-43.3% | $146,958-38.3% | $145,922-37.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,452 | $5,286-72.5% | $4,933-70.6% | $4,660-68.8% |
| Participant deferral / active EE | $4,811 | $8,428-42.9% | $8,070-40.4% | $6,688-28.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |