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 | $50,973 | $202,318-74.8% | $172,739-70.5% | $152,861-66.7% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.4%-21.3pp |
| Annual return | 23.43% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,119 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $3,521 | $5,948-40.8% | $5,198-32.3% | $5,850-39.8% |
| Admin fee / account holder | $296 | $17,109-98.3% | $13,954-97.9% | $11,596-97.4% |