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 | $63,185 | $100,852-37.3% | $90,404-30.1% | $158,922-60.2% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 20.39% | 1724.20%-1703.8pp | 1293.02%-1272.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,024 | $3,689-72.2% | $3,262-68.6% | $4,761-78.5% |
| Participant deferral / active EE | $4,391 | $4,348+1.0% | $3,963+10.8% | $5,982-26.6% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |