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 | $36,058 | $209,832-82.8% | $189,513-81.0% | $167,490-78.5% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 37.00% | 748.27%-711.3pp | 555.15%-518.2pp | 478.56%-441.6pp |
| Employer contribution / active EE | $1,533 | $6,914-77.8% | $6,162-75.1% | $4,837-68.3% |
| Participant deferral / active EE | $8,667 | $8,935-3.0% | $8,221+5.4% | $6,341+36.7% |
| Admin fee / account holder | $132 | $14,293-99.1% | $12,045-98.9% | $12,309-98.9% |