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 | $109,377 | $209,832-47.9% | $189,513-42.3% | $167,490-34.7% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 17.79% | 748.27%-730.5pp | 555.15%-537.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,944 | $8,935-44.7% | $8,221-39.9% | $6,341-22.0% |
| Admin fee / account holder | $50 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |