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 | $61,060 | $158,398-61.5% | $126,539-51.7% | $142,382-57.1% |
| Participation rate | 53.3% | 75.8%-22.5pp | 69.8%-16.5pp | 80.1%-26.8pp |
| Annual return | 18.31% | 593.76%-575.5pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,252 | $4,650-73.1% | $3,674-65.9% | $4,299-70.9% |
| Participant deferral / active EE | $1,795 | $4,767-62.4% | $4,083-56.0% | $6,507-72.4% |
| Admin fee / account holder | $155 | $6,918-97.8% | $6,065-97.4% | $12,624-98.8% |