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 | $42,043 | $57,281-26.6% | $86,612-51.5% | $75,163-44.1% |
| Participation rate | 55.6% | 63.2%-7.6pp | 71.7%-16.1pp | 67.2%-11.6pp |
| Annual return | 20.83% | 2670.75%-2649.9pp | 591.07%-570.2pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,195 | $2,314-5.2% | $3,022-27.4% | $2,670-17.8% |
| Participant deferral / active EE | $5,367 | $3,318+61.8% | $4,438+20.9% | $4,125+30.1% |
| Admin fee / account holder | $181 | $4,112-95.6% | $5,614-96.8% | $5,651-96.8% |