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 9-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 | $67,059 | $209,832-68.0% | $189,513-64.6% | $167,490-60.0% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 11.24% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,717 | $6,914-75.2% | $6,162-72.1% | $4,837-64.5% |
| Participant deferral / active EE | $5,251 | $8,935-41.2% | $8,221-36.1% | $6,341-17.2% |
| Admin fee / account holder | $35 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |