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 | $25,323 | $63,346-60.0% | $92,233-72.5% | $70,131-63.9% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 450.65% | 530.12%-79.5pp | 176.28%+274.4pp | 73.14%+377.5pp |
| Employer contribution / active EE | $925 | $2,471-62.6% | $3,679-74.9% | $2,342-60.5% |
| Participant deferral / active EE | $2,019 | $2,854-29.3% | $3,897-48.2% | $3,332-39.4% |
| Admin fee / account holder | $54 | $3,840-98.6% | $5,194-99.0% | $4,645-98.8% |