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 | $40,546 | $175,202-76.9% | $149,673-72.9% | $139,434-70.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.16% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,098 | $5,474-79.9% | $4,818-77.2% | $4,751-76.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |