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 | $51,149 | $114,047-55.2% | $96,139-46.8% | $167,490-69.5% |
| Participation rate | 41.2% | 75.1%-33.9pp | 68.4%-27.3pp | 82.1%-40.9pp |
| Annual return | 16.94% | 189.88%-172.9pp | 191.94%-175.0pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,284 | $5,194-75.3% | $4,349-70.5% | $6,341-79.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |