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 | $54,988 | $74,888-26.6% | $71,209-22.8% | $142,382-61.4% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 16.71% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,482 | $2,854-48.1% | $2,721-45.5% | $4,299-65.5% |
| Participant deferral / active EE | $4,905 | $4,454+10.1% | $4,175+17.5% | $6,507-24.6% |
| Admin fee / account holder | $210 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |