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 9-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 | $50,872 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.85% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,416 | $5,297-73.3% | $4,829-70.7% | $4,837-70.7% |
| Participant deferral / active EE | $5,716 | $7,750-26.2% | $7,352-22.3% | $6,341-9.9% |
| Admin fee / account holder | $109 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |