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 | $64,481 | $126,574-49.1% | $106,213-39.3% | $145,922-55.8% |
| Participation rate | 22.2% | 77.6%-55.4pp | 75.3%-53.1pp | 80.3%-58.1pp |
| Annual return | 16.44% | 224.79%-208.3pp | 116.14%-99.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,658 | $5,724-71.0% | $5,016-66.9% | $6,688-75.2% |
| Admin fee / account holder | $129 | $17,304-99.3% | $11,033-98.8% | $13,397-99.0% |