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 | $72,981 | $202,318-63.9% | $172,739-57.8% | $152,861-52.3% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.4%-52.4pp |
| Annual return | 28.42% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,505 | $5,856-74.3% | $5,143-70.7% | $4,762-68.4% |
| Participant deferral / active EE | $4,992 | $5,948-16.1% | $5,198-4.0% | $5,850-14.7% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |