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 | $31,097 | $180,449-82.8% | $154,107-79.8% | $135,375-77.0% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | 21.19% | 888.09%-866.9pp | 735.12%-713.9pp | 519.73%-498.5pp |
| Employer contribution / active EE | $2,095 | $6,035-65.3% | $5,298-60.4% | $4,779-56.2% |
| Participant deferral / active EE | $4,613 | $5,806-20.5% | $5,081-9.2% | $5,609-17.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |