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 | $85,249 | $168,632-49.4% | $147,614-42.2% | $125,391-32.0% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | 0.02% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,014 | $6,252-51.8% | $5,564-45.8% | $4,866-38.1% |
| Participant deferral / active EE | $3,014 | $5,507-45.3% | $4,895-38.4% | $5,352-43.7% |
| Admin fee / account holder | $17 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |