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 | $44,571 | $226,064-80.3% | $182,532-75.6% | $152,861-70.8% |
| Participation rate | 35.0% | 82.5%-47.5pp | 78.0%-43.0pp | 82.4%-47.4pp |
| Annual return | 27.19% | 192.51%-165.3pp | 148.54%-121.3pp | 345.32%-318.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,876 | $6,368-70.5% | $5,524-66.0% | $5,850-67.9% |
| Admin fee / account holder | $109 | $10,703-99.0% | $8,592-98.7% | $11,596-99.1% |