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 5-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 | $33,501 | $210,648-84.1% | $177,989-81.2% | $145,922-77.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 21.17% | 385.86%-364.7pp | 294.48%-273.3pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,791 | $4,565-60.8% | $3,949-54.7% | $4,660-61.6% |
| Participant deferral / active EE | $10,539 | $6,958+51.5% | $6,276+67.9% | $6,688+57.6% |
| Admin fee / account holder | $50 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |