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 | $48,690 | $112,881-56.9% | $90,951-46.5% | $158,922-69.4% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 22.38% | 215.79%-193.4pp | 134.60%-112.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $410 | $2,893-85.8% | $2,122-80.7% | $4,761-91.4% |
| Participant deferral / active EE | $1,409 | $4,128-65.9% | $3,373-58.2% | $5,982-76.5% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |