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 | $66,430 | $202,318-67.2% | $172,739-61.5% | $152,861-56.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 18.85% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,581 | $5,856-38.9% | $5,143-30.4% | $4,762-24.8% |
| Participant deferral / active EE | $7,066 | $5,948+18.8% | $5,198+36.0% | $5,850+20.8% |
| Admin fee / account holder | $27 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |