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 | $50,041 | $100,852-50.4% | $90,404-44.6% | $158,922-68.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 33.73% | 1724.20%-1690.5pp | 1293.02%-1259.3pp | 302.83%-269.1pp |
| Employer contribution / active EE | $2,623 | $3,689-28.9% | $3,262-19.6% | $4,761-44.9% |
| Participant deferral / active EE | $5,283 | $4,348+21.5% | $3,963+33.3% | $5,982-11.7% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |