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 | $77,801 | $159,901-51.3% | $146,958-47.1% | $145,922-46.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.49% | 98.13%-85.6pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,809 | $5,286-27.9% | $4,933-22.8% | $4,660-18.3% |
| Participant deferral / active EE | $10,498 | $8,428+24.6% | $8,070+30.1% | $6,688+57.0% |
| Admin fee / account holder | $273 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |