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 | $50,771 | $98,750-48.6% | $149,696-66.1% | $79,858-36.4% |
| Participation rate | 55.8% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 22.66% | 27.43%-4.8pp | 276.60%-253.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,915 | $5,680-13.5% | $6,842-28.2% | $3,740+31.4% |
| Admin fee / account holder | $179 | $6,053-97.0% | $9,309-98.1% | $5,306-96.6% |