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 | $26,427 | $88,751-70.2% | $81,812-67.7% | $145,922-81.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.92% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,817 | $3,083+56.2% | $2,912+65.4% | $4,660+3.4% |
| Participant deferral / active EE | $2,234 | $4,643-51.9% | $4,319-48.3% | $6,688-66.6% |
| Admin fee / account holder | $65 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |