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 | $39,115 | $72,400-46.0% | $67,502-42.1% | $145,922-73.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 9.67% | 7182.46%-7172.8pp | 3512.12%-3502.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,235 | $3,069-27.2% | $2,731-18.2% | $4,660-52.0% |
| Participant deferral / active EE | $6,973 | $4,783+45.8% | $4,000+74.3% | $6,688+4.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |