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 | $49,487 | $99,020-50.0% | $86,590-42.8% | $147,584-66.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 34.91% | 1312.34%-1277.4pp | 964.84%-929.9pp | 578.55%-543.6pp |
| Employer contribution / active EE | $1,440 | $3,132-54.0% | $2,839-49.3% | $4,876-70.5% |
| Participant deferral / active EE | $9,000 | $3,972+126.6% | $3,609+149.4% | $5,439+65.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |