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 | $64,380 | $99,020-35.0% | $86,590-25.7% | $147,584-56.4% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 16.34% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $832 | $3,132-73.4% | $2,839-70.7% | $4,876-82.9% |
| Participant deferral / active EE | $1,040 | $3,972-73.8% | $3,609-71.2% | $5,439-80.9% |
| Admin fee / account holder | $81 | $5,710-98.6% | $4,906-98.3% | $10,885-99.3% |