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 | $42,216 | $100,852-58.1% | $90,404-53.3% | $158,922-73.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 17.22% | 1724.20%-1707.0pp | 1293.02%-1275.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $503 | $3,689-86.4% | $3,262-84.6% | $4,761-89.4% |
| Participant deferral / active EE | $5,161 | $4,348+18.7% | $3,963+30.2% | $5,982-13.7% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |