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 | $48,047 | $150,440-68.1% | $136,294-64.7% | $147,584-67.4% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 17.86% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,853 | $5,256-45.7% | $4,695-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $7,731 | $6,630+16.6% | $6,247+23.7% | $5,439+42.1% |
| Admin fee / account holder | $194 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |