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 | $89,905 | $74,888+20.1% | $71,209+26.3% | $142,382-36.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 13.93% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $402 | $2,854-85.9% | $2,721-85.2% | $4,299-90.6% |
| Participant deferral / active EE | $5,028 | $4,454+12.9% | $4,175+20.4% | $6,507-22.7% |
| Admin fee / account holder | $44 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |