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 | $45,081 | $109,817-58.9% | $98,442-54.2% | $167,490-73.1% |
| Participation rate | 61.5% | 75.8%-14.3pp | 73.3%-11.8pp | 82.1%-20.6pp |
| Annual return | 16.16% | 1956.69%-1940.5pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,075 | $4,673-55.6% | $4,276-51.5% | $6,341-67.3% |
| Admin fee / account holder | $144 | $6,753-97.9% | $5,949-97.6% | $12,309-98.8% |