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 | $48,171 | $150,440-68.0% | $136,294-64.7% | $147,584-67.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 16.99% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,171 | $5,256-77.7% | $4,695-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $5,297 | $6,630-20.1% | $6,247-15.2% | $5,439-2.6% |
| Admin fee / account holder | $166 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |