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 | $27,825 | $117,381-76.3% | $99,443-72.0% | $152,861-81.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 28.07% | 31.87%-3.8pp | 30.72%-2.6pp | 345.32%-317.2pp |
| Employer contribution / active EE | $806 | $3,013-73.2% | $2,540-68.3% | $4,762-83.1% |
| Participant deferral / active EE | $5,972 | $4,086+46.2% | $3,619+65.0% | $5,850+2.1% |
| Admin fee / account holder | $110 | $7,631-98.6% | $6,250-98.2% | $11,596-99.1% |