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 | $36,749 | $171,865-78.6% | $149,718-75.5% | $147,584-75.1% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 15.87% | 2113.22%-2097.3pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,932 | $7,271-45.9% | $6,569-40.1% | $5,439-27.7% |
| Admin fee / account holder | $245 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |