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 | $66,817 | $102,966-35.1% | $90,281-26.0% | $152,861-56.3% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 24.08% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,750 | $4,281+10.9% | $3,885+22.3% | $5,850-18.8% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |