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 | $81,658 | $202,318-59.6% | $172,739-52.7% | $152,861-46.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 24.07% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,042 | $5,856-65.1% | $5,143-60.3% | $4,762-57.1% |
| Participant deferral / active EE | $5,066 | $5,948-14.8% | $5,198-2.5% | $5,850-13.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |