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 | $36,859 | $180,449-79.6% | $154,107-76.1% | $135,375-72.8% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | 6.36% | 888.09%-881.7pp | 735.12%-728.8pp | 519.73%-513.4pp |
| Employer contribution / active EE | $2,231 | $6,035-63.0% | $5,298-57.9% | $4,779-53.3% |
| Participant deferral / active EE | $3,816 | $5,806-34.3% | $5,081-24.9% | $5,609-32.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |