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 | $61,468 | $100,852-39.1% | $90,404-32.0% | $158,922-61.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 9.21% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,502 | $3,689+22.1% | $3,262+38.0% | $4,761-5.4% |
| Participant deferral / active EE | $5,564 | $4,348+28.0% | $3,963+40.4% | $5,982-7.0% |
| Admin fee / account holder | $72 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |