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 | $62,167 | $169,032-63.2% | $129,207-51.9% | $145,922-57.4% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.6%-17.0pp | 80.3%-27.6pp |
| Annual return | 10.42% | 14330.11%-14319.7pp | 9417.33%-9406.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $855 | $5,537-84.6% | $4,153-79.4% | $4,660-81.6% |
| Participant deferral / active EE | $2,682 | $4,987-46.2% | $4,168-35.6% | $6,688-59.9% |
| Admin fee / account holder | $5 | $9,954-99.9% | $7,715-99.9% | $13,397-100.0% |