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 | $65,162 | $73,515-11.4% | $62,995+3.4% | $147,584-55.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 19.87% | 175.43%-155.6pp | 87.57%-67.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,735 | $3,320-47.7% | $2,759-37.1% | $4,876-64.4% |
| Participant deferral / active EE | $4,433 | $4,185+5.9% | $3,329+33.1% | $5,439-18.5% |
| Admin fee / account holder | $17 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |