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 | $56,130 | $107,334-47.7% | $92,893-39.6% | $152,861-63.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 25.33% | 145.58%-120.3pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,553 | $4,221-63.2% | $3,653-57.5% | $4,762-67.4% |
| Participant deferral / active EE | $4,032 | $4,845-16.8% | $4,236-4.8% | $5,850-31.1% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |