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 | $67,193 | $158,398-57.6% | $126,539-46.9% | $142,382-52.8% |
| Participation rate | 31.3% | 75.8%-44.6pp | 69.8%-38.6pp | 80.1%-48.9pp |
| Annual return | 19.22% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,058 | $4,650-77.2% | $3,674-71.2% | $4,299-75.4% |
| Participant deferral / active EE | $2,247 | $4,767-52.9% | $4,083-45.0% | $6,507-65.5% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |