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 | $61,195 | $210,648-70.9% | $177,989-65.6% | $145,922-58.1% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.8pp | 80.3%-24.0pp |
| Annual return | 16.91% | 385.86%-369.0pp | 294.48%-277.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,138 | $4,565-75.1% | $3,949-71.2% | $4,660-75.6% |
| Participant deferral / active EE | $3,408 | $6,958-51.0% | $6,276-45.7% | $6,688-49.0% |
| Admin fee / account holder | $230 | $12,013-98.1% | $10,363-97.8% | $13,397-98.3% |