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 | $85,798 | $127,264-32.6% | $109,895-21.9% | $167,490-48.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 15.20% | 22.97%-7.8pp | 29.45%-14.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,528 | $3,322-54.0% | $2,842-46.2% | $4,837-68.4% |
| Participant deferral / active EE | $7,807 | $4,514+72.9% | $4,048+92.9% | $6,341+23.1% |
| Admin fee / account holder | $126 | $7,114-98.2% | $6,066-97.9% | $12,309-99.0% |