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 | $27,693 | $150,440-81.6% | $136,294-79.7% | $147,584-81.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 32.07% | 1049.08%-1017.0pp | 5155.94%-5123.9pp | 578.55%-546.5pp |
| Employer contribution / active EE | $2,124 | $5,256-59.6% | $4,695-54.8% | $4,876-56.4% |
| Participant deferral / active EE | $4,660 | $6,630-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |