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 | $44,933 | $111,724-59.8% | $93,606-52.0% | $145,922-69.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.49% | 202.98%-194.5pp | 133.20%-124.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,148 | $3,090-62.9% | $2,420-52.6% | $4,660-75.4% |
| Participant deferral / active EE | $2,772 | $4,912-43.6% | $4,411-37.2% | $6,688-58.6% |
| Admin fee / account holder | $225 | $10,250-97.8% | $8,285-97.3% | $13,397-98.3% |