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 | $30,988 | $180,449-82.8% | $154,107-79.9% | $135,375-77.1% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | 8.52% | 888.09%-879.6pp | 735.12%-726.6pp | 519.73%-511.2pp |
| Employer contribution / active EE | $1,805 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $2,063 | $5,806-64.5% | $5,081-59.4% | $5,609-63.2% |
| Admin fee / account holder | $135 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |