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 | $54,916 | $65,409-16.0% | $98,442-44.2% | $85,850-36.0% |
| Participation rate | 33.7% | 65.0%-31.3pp | 73.3%-39.6pp | 69.3%-35.6pp |
| Annual return | 12.43% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,686 | $3,166-15.2% | $4,276-37.2% | $3,952-32.0% |
| Admin fee / account holder | $290 | $4,593-93.7% | $5,949-95.1% | $6,260-95.4% |