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 | $53,572 | $159,901-66.5% | $146,958-63.5% | $145,922-63.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.75% | 98.13%-70.4pp | 418.34%-390.6pp | 561.29%-533.5pp |
| Employer contribution / active EE | $3,941 | $5,286-25.4% | $4,933-20.1% | $4,660-15.4% |
| Participant deferral / active EE | $7,948 | $8,428-5.7% | $8,070-1.5% | $6,688+18.8% |
| Admin fee / account holder | $175 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |