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 | $46,170 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 30.32% | 1049.08%-1018.8pp | 5155.94%-5125.6pp | 578.55%-548.2pp |
| Employer contribution / active EE | $1,460 | $5,256-72.2% | $4,695-68.9% | $4,876-70.1% |
| Participant deferral / active EE | $6,199 | $6,630-6.5% | $6,247-0.8% | $5,439+14.0% |
| Admin fee / account holder | $95 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |