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 | $51,910 | $88,751-41.5% | $81,812-36.5% | $145,922-64.4% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 14.22% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,312 | $3,083-57.5% | $2,912-55.0% | $4,660-71.8% |
| Participant deferral / active EE | $1,607 | $4,643-65.4% | $4,319-62.8% | $6,688-76.0% |
| Admin fee / account holder | $13 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |