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 | $54,427 | $85,766-36.5% | $136,294-60.1% | $70,131-22.4% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 17.77% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $904 | $2,966-69.5% | $4,695-80.7% | $2,342-61.4% |
| Participant deferral / active EE | $2,192 | $5,051-56.6% | $6,247-64.9% | $3,332-34.2% |
| Admin fee / account holder | $271 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |