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 | $54,908 | $115,770-52.6% | $101,248-45.8% | $158,922-65.4% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 15.21% | 56.14%-40.9pp | 46.47%-31.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $930 | $4,175-77.7% | $3,660-74.6% | $4,761-80.5% |
| Participant deferral / active EE | $4,163 | $4,957-16.0% | $4,370-4.7% | $5,982-30.4% |
| Admin fee / account holder | $199 | $7,245-97.3% | $5,945-96.7% | $11,246-98.2% |