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 | $53,576 | $159,602-66.4% | $150,045-64.3% | $142,382-62.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 1352.87% | 70.24%+1282.6pp | 62.55%+1290.3pp | 217.08%+1135.8pp |
| Employer contribution / active EE | $1,790 | $4,961-63.9% | $4,693-61.9% | $4,299-58.4% |
| Participant deferral / active EE | $3,328 | $8,310-59.9% | $7,997-58.4% | $6,507-48.9% |
| Admin fee / account holder | $126 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |