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 | $33,616 | $109,817-69.4% | $98,442-65.9% | $167,490-79.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.57% | 1956.69%-1947.1pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,966 | $3,224-39.0% | $2,960-33.6% | $4,837-59.4% |
| Participant deferral / active EE | $6,652 | $4,673+42.3% | $4,276+55.6% | $6,341+4.9% |
| Admin fee / account holder | $64 | $6,753-99.1% | $5,949-98.9% | $12,309-99.5% |